Wealth Management Associate Director

Brightwater; Ireland; On-site; EUR 60,000 - 85,000; Full time

Job summary

Brightwater seeks a wealth management professional to build long-term client relationships and deliver tailored financial advice across investments, pensions and protection. You will manage an existing portfolio, identify new opportunities, and drive business development through strong referral networks.

The ideal candidate has about 5 years in wealth management, with QFA and CFP progress desirable, and a solid grasp of markets and regulation.

Qualifications

• Around 5 years of wealth management advice experience.
• Experience in investments, pensions and protection.
• QFA qualification; CFP progress desirable.
• Strong knowledge of financial markets and regulation.
• Proven business development and relationship management skills.
• Excellent communication and stakeholder management.
• Commercial, client-focused with CPD drive.

Responsibilities

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

Skills

Relationship Mgmt

Business development

Regulatory knowledge

Communication

Stakeholder mgmt

Independent working

Education

QFA qualification

CFP (in progress)

Tools

CRM systems

Digital tools

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. TPBN1_IJ