Private Client Advisor
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Location:
Dublin City Centre
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Contact email:
poriordan@sigmar.ie
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Sector:
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Contact phone:
+35314744663
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Job type:
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Job ref:
PORFINADVWM
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Salary:
€60,000 - 65,000
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Published:
18 days ago
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Contact email:
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Consultant:
Job description
Private Client Advisor Hybrid Working c€65,000 +Benefits
Dublin or Cork
Working for one of the worlds largest Wealth Management companies which is undergoing substantial growth resulting in opportunities for everyone.
Responsibilities:
- Focused on client delivery, the Private Wealth Management team can be described as energetic, collaborative and innovative.
- The role will focus on providing Wealth Management solutions and advice to a specific portfolio of clients while offering the opportunity to develop successful commercial relationships with both existing and new clients.
Requirements:
- Educated to degree level (likely to be Finance, Mathematics, Statistics, Economics, Business or similar)
- 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 (minimum) or hold equivalent qualification which satisfies the Minimum Competency Requirements of the Central Bank of Ireland
- Excellent analytical, communication and writing skills with a complimentary professional presentation style
What’s on Offer
- Along with the salary there is and excellent benefits package that includes Bonus and Travel to work schemes.
- Great potential for future development.
What’s Next
Apply now by clicking the “Apply Now" button or call me, Paul O'Riordan on 4744663 or e-mail me on poriordan@sigmar.ie
Or if the job isn’t quite right but you are looking for something similar, please get in touch