Private Client Adviser – Wealth Management (Dublin)

Unio Employee Benefits; Dublin; On-site; EUR 65,000 - 95,000; Full time

Job summary

Unio in Dublin seeks a Private Client Adviser to join its Wealth Management team, serving high-net-worth clients with tailored financial planning and investment advice.

You will build trusted relationships, understand client goals, and deliver compliant strategies aligned to needs and objectives. Applications welcomed from advisers at various career stages; the role reflects experience and potential contributions. Based in Dublin.

Qualifications

• Experience providing holistic financial planning and wealth management advice to high-net-worth clients.
• Strong knowledge of pensions, investments, protection and retirement planning.
• Excellent relationship-building, communication and presentation skills; ability to explain complex topics clearly.

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 growth.
• Develop and manage a strong pipeline through referrals, networking and proactive engagement.
• Collaborate with internal specialists to deliver a seamless client experience.
• Provide strategic guidance to navigate financial opportunities and risks with confidence.
• Own client outcomes, resolve issues and improve processes and services.
• Ensure all advice complies with regulatory requirements and risk framework.

Skills

Relationship-building

Communication

Presentation skills

Commercial mindset

Client-focused

Organisational skills

Team collaboration

Education

QFA qualification / CFP progress desirable

Tools

Voyant

Job description

Unio in Dublin seeks a Private Client Adviser to join its Wealth Management team, serving high-net-worth clients with tailored financial planning and investment advice.

You will build trusted relationships, understand client goals, and deliver compliant strategies aligned to needs and objectives. Applications welcomed from advisers at various career stages; the role reflects experience and potential contributions. Based in Dublin.