Senior Wealth Advisor for High-Net-Worth Clients

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

Job summary

360 Search in Dublin is seeking an experienced Wealth Manager to join its senior advisory team, managing a portfolio of high-net-worth clients and delivering holistic financial planning and discretionary investment advice. You will lead client reviews, develop opportunities for planning, protection and structuring, and collaborate with investment and compliance teams to ensure bespoke solutions.

This role also drives business development through referrals and introducer networks.

Qualifications

• 10+ years' experience in private client wealth management.
• Experience advising high-net-worth individuals.
• Strong knowledge across pensions, investments, tax and estate planning.
• QFA required, CFP or similar advanced qualification preferred.

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

Wealth management

Private client

Business development

Client relationship

Education

QFA

CFP or similar

Job description

360 Search in Dublin is seeking an experienced Wealth Manager to join its senior advisory team, managing a portfolio of high-net-worth clients and delivering holistic financial planning and discretionary investment advice. You will lead client reviews, develop opportunities for planning, protection and structuring, and collaborate with investment and compliance teams to ensure bespoke solutions.

This role also drives business development through referrals and introducer networks.