Image 2023 04 20 T08 26 14

Private Client Advisor

Private Client Advisor

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.


  • 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.


  • 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

Or if the job isn’t quite right but you are looking for something similar, please get in touch