Partner
Banking & Treasury |
Insurance | Executive
Financial Planning Manager / Sales Manager
Job ref: 50979
LocationSouth Dublin
SectorFunds & Investment Management, Banking & Treasury
Job typePermanent
Salary€60,000 - €120,000
Financial Planning Manager / Sales Manager
Our client, a leading global wealth manager, is currently seeking a Financial Planning Manager to join their Dublin based team. This is an excellent opportunity for a sales driven individual who is looking to grow their career within a global investment management firm.
The Job:
- Meeting with HNW clients to discuss investment opportunities
- Driving wealth management sales in Ireland
- Gathering new clients and assets for the firm
- Extensive networking & direct consultative selling
- Dedicated portfolio management
- Retention of client relationships
The Candidate:
- 5+ years of success providing financial advice to clients
- Proven individual sales success with retail clients
- Quantifiable track record in closing new investor business
- Outstanding sales ability with proven sales track record
- Strong work ethic
- Excellent interpersonal communication skills
The Package:
Full benefits package on offer with this role.
In addition there is a very lucrative bonus/commission structure so OTE would be expected to be at least €120,000 in year one and higher thereafter.
If interested, please email Alan Bluett alan@thepanel.com with a current CV.




