Private Client Advisor
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Location:
South Dublin
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Contact email:
koconnell@sigmar.ie
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Sector:
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Contact phone:
+35314744600
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Job type:
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Job ref:
KOC251837
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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
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 koconnell@sigmar.ie
Or if the job is not quite right but you are looking for something similar, please get in touch.
Why Apply Through Sigmar?
- We will help manage your job hunt, strengthen your interview skills, and tidy up your CV.
- We will provide you with an overview of the jobs market within your industry and help you tailor your jobs search.
- Gain access to exclusive roles that are not advertised elsewhere.
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