Senior Private Wealth Manager – Dublin

Fortis Recruitment; Dublin; On-site; EUR 90,000 - 150,000; Full time

Benefits offered by this job

Bonus structure

Full benefits package

Direct involvement with growing client

Job summary

Fortis Recruitment in Ireland is seeking a Senior Wealth Manager / Financial Planner to join their private clients team, delivering tailored, compliant financial planning for high-net-worth and corporate clients. You will conduct reviews, design bespoke plans, and help clients optimise tax efficiency and long-term wealth.

The role is client-facing and requires a QFA qualification as a minimum; CFP, RPA or SIA are highly advantageous.

Qualifications

• QFA qualification is a minimum requirement.
• CFP/RPA/SIA are advantageous for the role.
• 5+ years of wealth management or financial planning experience required.
• Strong communication skills with high-net-worth clients essential.
• Excellent analytical ability and attention to detail in financial advisory services.

Responsibilities

• Conduct comprehensive financial reviews to understand client objectives and priorities.
• Design and implement bespoke financial plans aligned to client goals.
• Provide holistic advice across retirement, estate planning and protection.
• Stay updated on market trends, regulations, and tax developments.
• Build long-term client relationships with regular reviews and clear communication.
• Collaborate with internal teams to deliver a cohesive client experience.
• Ensure all recommendations comply with regulatory and ethical standards.

Skills

Client communication

Analytical ability

Team player

Organisational skills

Regulatory/compliance awareness

Education

QFA qualification

CFP

RPA

SIA

Job description

Fortis Recruitment in Ireland is seeking a Senior Wealth Manager / Financial Planner to join their private clients team, delivering tailored, compliant financial planning for high-net-worth and corporate clients. You will conduct reviews, design bespoke plans, and help clients optimise tax efficiency and long-term wealth.

The role is client-facing and requires a QFA qualification as a minimum; CFP, RPA or SIA are highly advantageous.