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Managing Director at Capital8 Search & Selection | MBA
Are you an experienced Client Services Executive, Associate Wealth Management Professional, or a Wealth Management Specialist looking for the next step in your career? This is a unique opportunity to join a wealth management firm that offers exceptional career progression, client exposure, and a rewarding package.
Role: Private Client Associate (Wealth Management)
Location: Dublin (Hybrid)
Why This Role?
* Work directly with high-net-worth (HNW) clients
* Exposure to global financial markets and investment solutions
* Strong career trajectory
* Collaborative, high-performance culture within a top-tier wealth management firm
Key Responsibilities:
* Supporting Relationship Managers in managing and growing client relationships
* Handling client onboarding, regulatory compliance (KYC/AML), and financial documentation
* Coordinating transactions, portfolio reporting, and client requests
* Acting as a key point of contact for sophisticated private clients
* Collaborating with internal teams across investments, compliance, and operations
What You Bring:
* 3 - 5 years’ experience in wealth management
* QFA qualification or currently working towards it
* Strong understanding of financial markets, investment products, and client services
* Proven ability to manage complex client needs and regulatory requirements
* Excellent communication and relationship-building skills
Interested? Let’s have a confidential chat. Send me a message or call Jean on 086 811 6693 to explore this opportunity.
Seniority level
Associate
Employment type
Full-time
Job function
Business Development, Consulting, and Administrative
Industries
Financial Services and Banking
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