Strategic Private Wealth Adviser | HNW Client Focus

Elevate Partners; Dublin; On-site; GBP 56,000 - 77,000; Full time

Job summary

Elevate Partners is seeking a Private Wealth Adviser to join a leading Wealth Management team in Dublin. You will manage existing client relationships and drive new business growth in a collaborative, client-focused environment.

The role requires QFA qualification, experience advising private/HNW clients, and strong knowledge of the Irish financial services landscape. A CFP qualification or progress is highly regarded.

Qualifications

• QFA qualified; CFP highly regarded or in progress.
• Proven track record delivering personal financial advice to private/HNW clients.
• Strong commercial acumen and interpersonal skills.
• Deep knowledge of the Irish financial services landscape.
• Proactive, self-driven approach and passion for client outcomes.

Responsibilities

• Provide holistic wealth management advice across retirement planning, investments and protection.
• Manage and grow a portfolio of high-net-worth clients through relationship management.
• Deliver outcome-based financial plans tailored to individual client needs.
• Generate new business through referrals and proactive networking.
• Collaborate with internal specialists to deliver a seamless client experience.

Skills

Relationship management

Financial planning

Business development

Client advisory

Education

QFA

CFP in progress

Job description

Elevate Partners is seeking a Private Wealth Adviser to join a leading Wealth Management team in Dublin. You will manage existing client relationships and drive new business growth in a collaborative, client-focused environment.

The role requires QFA qualification, experience advising private/HNW clients, and strong knowledge of the Irish financial services landscape. A CFP qualification or progress is highly regarded.