Senior Private Wealth Advisor for High-Net-Worth Clients

360 Search; Dublin; On-site; EUR 90,000 - 130,000; Full time

Job summary

360 Search is seeking an experienced Wealth Manager to join its senior advisory team in Ireland. The role focuses on providing holistic financial planning and discretionary investment advice to high-net-worth clients, with responsibility for managing complex relationships and driving business growth.

You will lead client reviews, coordinate with investment, compliance and paraplanning teams, and develop opportunities across planning, tax and estate considerations.

Qualifications

• Minimum 10 years' experience in private client wealth management.
• Proven track record advising high-net-worth individuals.
• Strong technical knowledge across pensions, investments, tax and estate planning.

Responsibilities

• Manage and grow a portfolio of high-net-worth and affluent clients.
• Deliver holistic financial planning and strategic wealth advice.
• Lead client review meetings and investment discussions.
• Identify opportunities for additional planning, protection and structuring.
• Develop relationships with solicitors, accountants and other professional introducers.
• Maintain full regulatory compliance and suitability standards.
• Contribute to revenue targets and firm growth objectives.

Skills

Client relationship management

Holistic financial planning

Investment strategy

Regulatory compliance

Education

QFA qualification

CFP or equivalent advanced qualification

Job description

360 Search is seeking an experienced Wealth Manager to join its senior advisory team in Ireland. The role focuses on providing holistic financial planning and discretionary investment advice to high-net-worth clients, with responsibility for managing complex relationships and driving business growth.

You will lead client reviews, coordinate with investment, compliance and paraplanning teams, and develop opportunities across planning, tax and estate considerations.