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Private Client Advisor

Private Client Advisor

Job description

About Your New Employer:

Our client who are a leading employee benefit consultancy and private wealth management are seeking a Private Client Advisor, to join their Dublin based office in hybrid working model, and on a full-time permanent contract.

About Your New Job:

  • Providing tailored Wealth Management solutions and advice to a dedicated portfolio of clients.
  • Nurturing both existing and new client relationships, driving successful commercial outcomes.
  • Embracing a hybrid work style, offering flexibility between virtual and office-based work.

Who you are:

  • Possess a degree in a relevant field such as Finance, Mathematics, Statistics, Economics, or Business.
  • Demonstrated experience in directly engaging with clients and offering personal financial planning solutions.
  • Familiarity with products available in the Irish market for addressing personal, family, and business protection, as well as pre- and post-retirement planning needs.
  • Hold a QFA Certified qualification or equivalent, meeting the Minimum Competency Requirements set by the Central Bank of Ireland.
  • Showcase excellent analytical, communication, and writing skills, along with a professional presentation style.
  • While not essential, working knowledge of Voyant is advantageous.

What’s Next:

Apply now by clicking the “Apply Now" button or call me, Karl O’Connell on 01-4744633 or e-mail me on

Or if the job is not quite right but you are looking for something similar, please get in touch.

Why Apply Through Sigmar?

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