Senior Wealth Advisor

Gilligan Black Recruitment

Ireland

Remote

EUR 100,000 - 200,000

Full time

10 hours ago
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Job summary

Gilligan Black Recruitment seeks a Senior Wealth Advisor (Ireland) for an established global investment firm. Fully remote but based in Ireland, you will engage qualified high-net-worth leads and progress conversations to convert them into new client relationships.

A minimum of 5+ years selling to high-net-worth individuals and a QFA qualification are required. The role offers a base of €100K with the potential to earn €200K in the first year, driven by performance, with dedicated onboarding and

Qualifications

  • 5+ years of success selling to high-net-worth individuals.
  • Proven ability to close new investor business.
  • Experience in financial services required, QFA qualification needed.

Responsibilities

  • Engage qualified high-net-worth investor leads provided by the firm.
  • Conduct structured outreach and in-depth meetings with prospects.
  • Progress conversations through a consultative sales process to acquire new clients.
  • Coordinate with onboarding and client service teams to ensure smooth asset growth.

Skills

High-net-worth engagement
Consultative sales
Relationship building
Remote sales experience
Lead generation

Education

QFA Qualified

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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