Top Asset Management Company is looking for a Senior Wealth Management Advisor to join this growing Company. Non banking and Insurance experience would be ideal.
Salary – 80,000 Euro to 90,000 Euro
Responsibilities:
* Responsible for management of the investment and planning needs of our clients.
* A proven ability to take over management of an existing client book and grow it in a supported environment.
* Build and foster key relationships with clients or our partners' in relation to client propositions and investment planning.
* Develop long term client relationships against plan.
* Proactively pursue leads and manage the cross-sell of the Company products and service.
* Expert in making decisions and considering the broader and long-term goals and implication for the benefit of our clients and our business.
* Organise, attend and participate in staff and client events both in person and online.
* Work closely with other teams to ensure that client accounts are managed in line with client's mandate, objectives, risk profile and timeline.
* Engage with diverse client base with confidence and credibility ensuring suitability of products and portfolios.
* Data driven analysis to inform decision making, development of new ideas for identifying potential opportunities and new customer segments.
Qualifications And Experience:
* A minimum of 7 years’ experience in Financial Services.
* Proven track record of client relationship management and investment portfolio management.
* Must be QFA, CFP or Registered Representative Examination/Certificate in Stockbroking.
* A Masters/Primary degree or relevant professional qualifications.
About the job:
Contract Type: FULL_TIME
Focus: Private Wealth Management
Workplace Type: Hybrid
Experience Level: Mid Management
Location: Dublin City Centre
Industry: Financial Services
Salary: €80,000 - €90,000 per annum
Come join our global team of creative thinkers, problem solvers and game changers. We offer accelerated career progression, a dynamic culture and expert training.
#J-18808-Ljbffr