Senior Wealth Advisor for High-Net-Worth Clients

360 Search; Cork; On-site; EUR 90,000 - 180,000; Full time

Job summary

360 Search in Cork is seeking an experienced Wealth Manager to join its established wealth advisory practice, focusing on high-net-worth clients and holistic financial planning. You will lead complex client relationships, advise on investment strategy, retirement planning, and estate planning, and drive business development through referrals and professional introducers.

The role is client-facing, senior, and requires a commercially strong, technically sharp adviser with a track record of

Qualifications

• Minimum of 10 years' experience in private client wealth management.
• Experience 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 overall revenue targets and firm growth objectives

Skills

Portfolio management

Client relationship management

Financial planning

Regulatory compliance

Business development

Education

QFA

CFP or equivalent advanced qualification

Job description

360 Search in Cork is seeking an experienced Wealth Manager to join its established wealth advisory practice, focusing on high-net-worth clients and holistic financial planning. You will lead complex client relationships, advise on investment strategy, retirement planning, and estate planning, and drive business development through referrals and professional introducers.

The role is client-facing, senior, and requires a commercially strong, technically sharp adviser with a track record of