Financial Advisor Manager-fully remote

Brightwater Recruitment; Ireland; On-site; EUR 60,000 - 90,000; Full time

Job summary

Brightwater Recruitment in Ireland seeks an experienced sales professional to manage and grow relationships with high-net-worth clients and prospects. You will contact qualified leads, arrange meetings, and conduct both face-to-face and virtual client engagements to identify investment opportunities.

The role emphasizes building a strong sales pipeline and long-term relationships while collaborating with internal teams to onboard and retain clients.

Qualifications

• 5+ years experience in financial services, wealth management or related sales environment.
• Proven track record of generating new business.
• Experience working with high-net-worth clients.
• Strong consultative sales and closing skills.
• Excellent communication and relationship-building abilities.
• Highly motivated, commercially focused and target-driven.

Responsibilities

• Manage and develop relationships with high-net-worth clients and prospects.
• Contact qualified leads and arrange client meetings.
• Conduct face-to-face and virtual client meetings.
• Identify new business and investment opportunities.
• Build and maintain a strong sales pipeline.
• Develop long-term client relationships.
• Work with internal investment and client-service teams to support client onboarding and retention.
• Report to senior management on activity, pipeline and results.

Skills

Client relationship management

Business development

Consultative selling

Closing skills

Communication

Job description

• Manage and develop relationships with high-net-worth clients and prospects.
• Contact qualified leads and arrange client meetings.
• Conduct face-to-face and virtual client meetings.
• Identify new business and investment opportunities.
• Build and maintain a strong sales pipeline.
• Develop long-term client relationships.
• Work with internal investment and client-service teams to support client onboarding and retention.
• Report to senior management on activity, pipeline and results.

Requirements

• 5+ years' experience in financial services, wealth management or a related sales environment.
• Proven track record of generating new business.
• Experience working with high-net-worth clients.
• Strong consultative sales and closing skills.
• Excellent communication and relationship-building abilities.
• Highly motivated, commercially focused and target-driven.
• Resilient, proactive and comfortable working independently.
• Professional approach with strong interpersonal skills.