Dublin Financial Advisor: Grow Client Portfolios

Elevate Partners; Dublin; On-site; EUR 60,000 - 85,000; Full time

Job summary

Elevate Partners in Dublin is seeking a Financial Advisor to manage an established client portfolio while pursuing growth in new business opportunities.

The role requires strong technical knowledge of financial regulations and markets, plus excellent communication and a proven track record in advisory services. You will contribute to client satisfaction and portfolio performance, with a collaborative team in a dynamic Wealth Management environment.

Qualifications

• Excellent communication and interpersonal skills required.
• Proven track record in financial advisory and portfolio growth.

Responsibilities

• Manage and grow an existing client portfolio with proactive, client-focused service.
• Drive new business growth through referrals and existing client relationships.
• Ensure client records are accurate and up to date.
• Research and analyze client needs to recommend financial solutions.
• Stay ahead of industry trends, regulatory changes and market developments.

Skills

Communication skills

Interpersonal skills

Commercial awareness

Financial advisory experience

Education

QFA qualification

Job description

Elevate Partners in Dublin is seeking a Financial Advisor to manage an established client portfolio while pursuing growth in new business opportunities.

The role requires strong technical knowledge of financial regulations and markets, plus excellent communication and a proven track record in advisory services. You will contribute to client satisfaction and portfolio performance, with a collaborative team in a dynamic Wealth Management environment.