Private Client Advisor
Dublin , Cork
Salary Dependent on Experience
Private Client Advisor | Wealth Management
Exciting career opportunity for a Private Client Advisor to join a prestigious wealth management company in Ireland. This firm fosters a collaborative and supportive work environment, offering extensive training and remarkable prospects for career growth.
In this role, you'll focus on delivering Wealth Management solutions and guidance to a specific portfolio of clients while nurturing valuable commercial relationships with both existing and new clients.
This position provides the flexibility of working in a hybrid capacity, allowing you to operate virtually and from offices in Dublin or Cork.
Educational Background: A degree in Finance, Mathematics, Statistics, Economics, Business, or a related field.
Client-Centric Experience: Prior experience and expertise in directly engaging with clients, delivering personalized financial planning solutions tailored to their unique needs.
Market Knowledge: A solid understanding of the array of products available in the Irish market, catering to personal, family, and business protection, as well as pre and post-retirement planning needs.
QFA Certification: Qualified Financial Advisor (QFA) certification is essential for this role.
Analytical Prowess: Exceptional analytical skills, complemented by strong communication and writing abilities.
Voyant Knowledge: While not mandatory, a working knowledge of Voyant would be advantageous.
Please apply or reach out to Jean Moran firstname.lastname@example.org to arrange a confidential discussion