Get AI-powered advice on this job and more exclusive features.
Axiom Consultants provided pay range
This range is provided by Axiom Consultants. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Our client specializes in employee benefit consultancy and private wealth management and has over 30 years’ experience advising companies and personal investors.
The Group manages occupational pension schemes on behalf of over 300 large corporates and 600 SMEs. In total, the firm has over 70,000 members in corporate pension schemes and in addition, advises more than 3,000 private clients in relation to wealth management.
The following opportunity has arisen within their Wealth Management team based in their Dublin or Cork office.
This is an exciting opportunity to join a growing and dynamic team and be part of a business at the leading edge of Wealth Management in Ireland. 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.
This is a hybrid role with the flexibility to work both virtually and from our Dublin or Cork office.
Necessary Skills & Experience
* 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
* Working knowledge of Voyant would be an advantage but not essential
Excellent salary and benefits are on offer for the right candidate.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance, Sales, and Customer Service
Industries
Banking, Financial Services, and Insurance
#J-18808-Ljbffr