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Private Client Advisor

Private Client Advisor

  • Contact email:

    ggomes@sigmar.ie

  • Sector:

    Insurance

  • Contact phone:

    +35319619725

  • Job type:

    Full Time

  • Job ref:

    GGcladvisor342

  • Salary:

    Negotiable

  • Published:

    23 days ago

  • Contact email:

    ggomes@sigmar.ie

Job description

About Your New Employer:

My client specialises in employee benefit consultancy and private wealth management and the Group manages occupational pension schemes on behalf of large corporates and SMEs.  They are recruiting a Private Client Advisor.This is an exciting opportunity to join a growing and dynamic team and be part of a business at the leading edge of the Wealth Management in Ireland.  This is a hybrid role (3 days in office and 2 remote) with the flexibility to work both virtually and from their South Dublin or Cork office. 

About your new role:

  • The role will focus on providing Wealth Management solutions and advice to a specific portfolio of clients.
  • Developing successful commercial relationships with both existing and new clients.

Who You Are:

  • Educated to degree level
  • Prior experience and knowledge of dealing directly with clients and providing personal financial planning solutions for their needs
  • Knowledge of the products available in the Irish market to address personal, family and business protection and pre and post-retirement planning needs
  • QFA Certified.

Apply now by clicking the “Apply Now" button or call me, Genevieve Gomes on 01-9619725 or e-mail me on ggomes@sigmar.ie

Or if the job isn’t quite right but you are looking for something similar, please get in touch as I have other roles in the financial services and insurance sectors which may be of interest to you.