About the Role
We are seeking a Private Client Consultant to join our clients' growing Wealth Team. This individual will work collaboratively with financial planning experts, investment teams, and Private Clients to deliver innovative solutions for high-net-worth clients.
Key Responsibilities:
* Develop innovative solutions for high-net-worth clients by incorporating knowledge of pension, tax, protection, and investment disciplines.
* Maintain a solid understanding of the pension and wealth management market and apply this knowledge with internal and external stakeholders.
* Support the business in delivering excellent customer outcomes while ensuring risk-conscious practices.
* Comply with all Risk and Compliance frameworks, policies, and procedures related to the role.
Requirements
* Minimum 5 years of experience in a client-facing role.
* A solid understanding and knowledge of Irish pension and tax regulations and legislation.
* Professional qualification in a related discipline (QFA desirable).
* Strong communication/presentation skills, both written and verbal.
* Strong organisational skills, ability to manage time, and projects of various sizes successfully.
* Ability to work effectively as part of a dynamic team and manage key stakeholder relationships internally and externally.
Benefits
* Pension
* Bonus
* Commission
* Allocated Leave