Senior Wealth Advisor

Gilligan Black Recruitment

Ireland

Remote

EUR 100,000 - 200,000

Full time

44 hours ago
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Job summary

Gilligan Black Recruitment is seeking a Senior Wealth Advisor for Ireland on behalf of a global investment firm. The role is fully remote but must be based in Ireland, with qualified high-net-worth leads provided and no cold calling.

You will convert conversations into lasting client relationships and drive asset growth. The ideal candidate has 5+ years selling to high-net-worth individuals and holds a QFA qualification with experience in financial services.

Qualifications

  • 5+ years of demonstrable success selling to high-net-worth individuals.
  • QFA qualification with experience in financial services.

Responsibilities

  • Engage with qualified high-net-worth investor leads and progress conversations through a consultative sales process.
  • Convert qualified interest into new client relationships and asset growth, focusing on new business development.
  • Collaborate with onboarding and client service teams for smooth implementation and ongoing relationships.
  • Maintain consistent activity, disciplined follow-up, and a track record of closing investor relationships.

Skills

High-net-worth selling
Relationship building
Consultative sales
Financial services knowledge

Education

QFA

Job description

Senior Wealth Advisor (Ireland) QFA Qualified

Fully remote need to be based in Ireland

Base €100K potential to earn €200K first year

Are you a performance focused ambitious Senior Wealth Advisor who thrives on results, relationships, and rewards? An established global investment firm are expanding their team with an exceptional Regional Sales Manager to drive growth across Ireland.

In this highly entrepreneurial role, you will engage with high-net-worth prospects through qualified leads provided to you no cold calling. Your focus is to turn qualified investor conversations into lasting client relationships.

You will engage qualified high-net-worth investor leads provided by the firm, conducting structured outreach and in-depth, face-to-face meetings. Your role is to progress these conversations through a consultative sales process, building investor confidence and converting qualified interest into new client relationships and asset growth. You will focus exclusively on new business development, while dedicated portfolio management and client service teams manage onboarding and ongoing client relationships. The role requires consistent activity, disciplined follow-up, and the ability to close investor relationships

It is expected that you have 5+ years of demonstrable success selling to high-net-worth individuals with a track record of closing new investor business. You must also be QFA qualified with experience in financial services.

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