Wealth Management Associate Director

INOU; Dublin; Hybrid; EUR 60,000 - 90,000; Full time

Job summary

INOU is seeking a wealth adviser with around five years’ experience to build and maintain trusted client relationships and provide clear, tailored financial guidance across investments, pensions and protection.

You will manage an existing client portfolio, identify new opportunities, and drive business development while coordinating with colleagues to deliver compliant, effective wealth solutions and ensure all activities meet regulatory requirements.

Qualifications

• Around 5 years' experience providing financial or wealth management advice.
• Strong knowledge of investments, pensions and protection.
• Strong knowledge of financial markets and regulatory environment.
• Experience managing client investments and wealth relationships.
• Proven business development and relationship management skills.
• Excellent communication and stakeholder management abilities.
• Proactive, client-focused and commercially minded.
• Ability to work independently and lead or collaborate with others.
• Satisfactory fulfilment of applicable minimum competency requirements.

Responsibilities

• Build and maintain trusted, long-term client relationships.
• Understand clients' objectives and provide clear, tailored financial advice.
• Manage and develop an existing client portfolio while identifying new opportunities.
• Drive business development across investments, pensions and related wealth solutions.
• Build strong internal and external referral and partnership networks.
• Manage pipelines, prospects and new business activity effectively.
• Lead and coordinate colleagues and stakeholders to deliver complex client solutions.
• Identify opportunities to improve processes, client service and business performance.
• Make informed, risk-aware decisions with a focus on long-term client and business outcomes.
• Ensure all activities meet regulatory, risk and compliance requirements.

Skills

Wealth management

Investments

Pensions

Protection

Business development

Relationship management

Stakeholder management

Communication

Independent working

Education

QFA qualification

CFP or progress towards CFP

Job description

About the Role

Key responsibilities include:

• Build and maintain trusted, long-term client relationships.
• Understand clients' objectives and provide clear, tailored financial advice.
• Manage and develop an existing client portfolio while identifying new opportunities.
• Drive business development across investments, pensions, savings and related wealth solutions.
• Build strong internal and external referral and partnership networks.
• Manage pipelines, prospects and new business activity effectively.
• Lead and coordinate colleagues and stakeholders to deliver complex client solutions.
• Identify opportunities to improve processes, client service and business performance.
• Make informed, risk-aware decisions with a focus on long-term client and business outcomes.
• Ensure all activities meet regulatory, risk and compliance requirements.

About You

The ideal candidate will have:

• Around 5 years' experience providing financial or wealth management advice.
• Strong experience across areas such as investments, pensions and protection.
• QFA qualification; CFP or progress towards CFP is desirable.
• Strong knowledge of financial markets, investments and the regulatory environment.
• Experience managing client investments and developing wealth management relationships.
• Proven business development and relationship management skills.
• Excellent communication, influencing and stakeholder management abilities.
• A proactive, commercially minded and client-focused approach.
• Strong organisational skills and a commitment to continuous professional development.
• Confidence using digital tools and adapting to new technologies and processes.
• The ability to work independently while also leading and collaborating effectively with others.
• Satisfactory fulfilment of applicable minimum competency requirements.