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Wealth Manager - Family Office
Job summary
A leading wealth management firm in Dublin is seeking a Wealth Manager focused on the UHNW/family office sector. The role involves managing key UHNW relationships, overseeing financial planning, and driving client development opportunities. Applicants should have over 5 years of relevant experience and necessary certifications. Attractive salary plus bonus and benefits are offered.
Benefits
Qualifications
- 5+ years’ experience in Wealth Management advising UHNW/families.
- Deep understanding of liquidity events and succession planning.
- Demonstrated experience in building trust with UHNW investors.
Responsibilities
- Manage key UHNW relationships as a trusted advisor.
- Oversee portfolio analysis and financial planning.
- Identify opportunities to deepen client relationships.
Skills
Education
At FK International, we are partnering with a significant challenger institution in the Wealth Management sector, currently recruiting for a Wealth Manager focused on the UHNW/family office sector.
- Reporting to the MD.
- Managing key UHNW relationships as a trusted advisor.
- Overseeing portfolio analysis, financial planning and tax structuring.
- Identifying and driving opportunities to deepen and broaden client relationships.
- Supporting firm‑wide initiatives, strategic projects and mentoring junior team members.
- 5+ years’ experience advising UHNW/families in advisory or Wealth Management capacity.
- Relevant qualification (e.g. chartered accountant, tax (CTA), CFP or CFA).
- Deep understanding of liquidity events, succession planning and tax/investment structuring.
- Demonstrated experience in building trust with UHNW and sophisticated investors.
Our client is a leading challenger institution in the wealth management sector.
Attractive base salary plus bonus and benefits.
Submit your application to Ger Buckley.
- Wealth Management
- Tax Planning
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.