Senior Private Client Wealth Manager – Dublin

Elevate Partners; Dublin; On-site; EUR 75,000 - 120,000; Full time

Job summary

Elevate Partners in Dublin is seeking a Wealth Manager to join their private client advisory team. You will build trusted relationships with clients, understand goals and personal circumstances, and provide compliant financial advice with tailored financial plans across savings, pensions and investments.

You will lead and coordinate across complex processes to deliver high-quality client outcomes, ensuring all activities comply with regulatory requirements and industry standards.

Qualifications

• Circa. 5 years experience providing financial advice
• High initiative and determination to identify market opportunities
• Demonstrable ability to establish and develop wealth management client relationships
• Expert level knowledge of financial markets and investments

Responsibilities

• Build strong, trusted relationships by understanding clients goals, priorities and personal circumstances
• Provide clear, compliant financial advice and develop tailored financial plans aligned to client needs
• Grow new and existing business across savings, pensions and investment solutions
• Skilled in directing and managing others involved in complex processes to ensure ultimate successful delivery of client advice and service
• Ensure that all activities and duties are carried out in full compliance with regulatory requirements

Job description

Elevate Partners in Dublin is seeking a Wealth Manager to join their private client advisory team. You will build trusted relationships with clients, understand goals and personal circumstances, and provide compliant financial advice with tailored financial plans across savings, pensions and investments.

You will lead and coordinate across complex processes to deliver high-quality client outcomes, ensuring all activities comply with regulatory requirements and industry standards.