Wealth Manager

Elevate Partners; Dublin; On-site; EUR 75,000 - 120,000; Full time

Job summary

Elevate Partners in Dublin is seeking a Wealth Manager to join their private client advisory team. You will build trusted relationships with clients, understand goals and personal circumstances, and provide compliant financial advice with tailored financial plans across savings, pensions and investments.

You will lead and coordinate across complex processes to deliver high-quality client outcomes, ensuring all activities comply with regulatory requirements and industry standards.

Qualifications

• Circa. 5 years experience providing financial advice
• High initiative and determination to identify market opportunities
• Demonstrable ability to establish and develop wealth management client relationships
• Expert level knowledge of financial markets and investments

Responsibilities

• Build strong, trusted relationships by understanding clients goals, priorities and personal circumstances
• Provide clear, compliant financial advice and develop tailored financial plans aligned to client needs
• Grow new and existing business across savings, pensions and investment solutions
• Skilled in directing and managing others involved in complex processes to ensure ultimate successful delivery of client advice and service
• Ensure that all activities and duties are carried out in full compliance with regulatory requirements

Job description

• Salary Competitive salary and benefits package
• Date Opened 21/09/2026
• Job Type Full time
• Work Experience 5-7 years
• City Dublin
• Province Dublin
• Country Ireland
• Postal Code D

About Us

Elevate Partners is a boutique Search Firm dedicated to Financial Services appointments across Europe. Covering sectors such as:

• Accounting and Finance
  
• Asset and Wealth Management
  
• Aircraft Leasing
  
• Energy and Infrastructure
  
• ESG and Sustainability
  
• Investment Banking
  
• Private Equity
  
• Risk and Compliance
  

Job Description

We are currently working with a leading Private Client Advisory firm who are looking to hire a Wealth Manager to join their team in Dublin.

Responsibilities:

• Build strong, trusted relationships by understanding clients goals, priorities and personal circumstances
• Provide clear, compliant financial advice and develop tailored financial plans aligned to client needs
• Grow new and existing business across savings, pensions and investment solutions
• Skilled in directing and managing others involved in complex processes to ensure ultimate successful delivery of client advice and service
• Ensure that all activities and duties are carried out in full compliance with regulatory requirements

Requirements:

• Circa. 5 years experience providing financial advice
• A high level of initiative and determination with the ability to identify opportunities within the market
• Demonstrable ability to establish and develop excellent wealth management client relationships
• Expert level knowledge of financial markets and investment

This is an excellent opportunity for someone looking to continue to progress their career within the wealth management space.