Financial Planning Manager / Sales Manager (100% remote working)

The Panel; Dublin; Remote; EUR 110,000 - 150,000; Full time

Benefits offered by this job

Remote work

Lucrative bonus

Job summary

The Panel is seeking a Financial Planning Manager to drive wealth management sales in Ireland, with a 100% remote work arrangement. You will meet HNW clients, present investment opportunities, and grow assets for a global wealth manager.

Candidates should have 5+ years of financial advice experience, a proven sales record with retail clients, and outstanding interpersonal skills. A lucrative bonus/commission structure is offered, with OTE expected at €120,000+ in year one.

Qualifications

• 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.
• Excellent interpersonal communication skills.
• Strong work ethic.

Responsibilities

• 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.
• Retention of client relationships.

Skills

Financial advice

Sales

Investor acquisition

Communication skills

Networking

Job description

Financial Planning Manager / Sales Manager (100% remote working)

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. This position can be 100% remote working anywhere in Ireland.

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
• 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.