Elite Private Client Advisor — Wealth Planning

Unio Financial Services; Dublin; On-site; EUR 70,000 - 110,000; Full time

Job summary

Unio Financial Services in Dublin is seeking talented Private Client Advisers to join our Wealth Management team. You will work with high-net-worth clients to deliver tailored financial planning and investment advice, building trusted relationships and understanding each client’s goals and circumstances.

The successful candidate will provide compliant advisory strategies aligned to clients’ needs, collaborate with internal specialists, and contribute to business development.

Qualifications

• Experience delivering holistic financial planning and wealth management advice to high-net-worth individuals and families.
• Strong knowledge of the Irish financial services market, including pensions, investments, protection and retirement planning.
• Excellent relationship-building and communication skills; ability to explain complex financial matters clearly.
• Commercial mindset with ability to identify opportunities and support business development.

Responsibilities

• Provide tailored financial planning and wealth management advice to high-net-worth clients.
• Build and maintain trusted client relationships, understanding goals and evolving needs.
• Identify opportunities across savings, pensions and investments to support client outcomes and business growth.
• Collaborate with internal specialists to deliver a seamless client experience.
• Ensure all advice complies with regulatory requirements and Unio’s risk framework.

Skills

Relationship building

Communication skills

Business development

Regulatory compliance

Strategic advisory

Education

QFA

CFP (in progress)

Tools

Voyant

Job description

Unio Financial Services in Dublin is seeking talented Private Client Advisers to join our Wealth Management team. You will work with high-net-worth clients to deliver tailored financial planning and investment advice, building trusted relationships and understanding each client’s goals and circumstances.

The successful candidate will provide compliant advisory strategies aligned to clients’ needs, collaborate with internal specialists, and contribute to business development.