Wealth Manager

Elevate Partners; Galway; Presencial; EUR 60.000 - 90.000; Jornada completa

Descripción de la vacante

Elevate Partners in Galway is seeking a Wealth Manager to join our private client advisory team. You will build trusted client relationships, understand goals, and deliver tailored financial plans aligned with regulatory standards.

The role focuses on growth across savings, pensions and investments, with leadership responsibilities in coordinating complex advisory processes.

Formación

• 5+ years experience providing financial advice
• QFA essential
• Strong initiative and market opportunity identification
• Proven ability to build wealth management client relationships
• Expert knowledge of financial markets and investments

Responsabilidades

• Build strong, trusted relationships by understanding clients' goals and personal circumstances
• Provide compliant financial advice and develop tailored financial plans
• Grow new and existing business across savings, pensions and investments
• Direct and manage others in complex processes to ensure delivery of client advice and service
• Ensure activities comply with regulatory requirements

Conocimientos

Wealth management

Client relationships

Financial planning

Regulatory compliance

Market insight

Educación

QFA

Descripción del empleo

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

For more information on this Wealth Manager position or to discuss in more detail, contact Aoife Stokes at

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
• QFA essential
• 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.