Wealth Manager

• Salary Competitive salary and benefits package
• Date Opened 18/05/2026
• Job Type Full time
• Work Experience 5-7 years
• City Dublin
• Province Dublin
• Country Ireland
• Postal Code D

Job Description

Our client is a leading Financial Services firm who are looking to hire a Wealth Manager to join their team in Dublin. The successful candidate will play a pivotal role in managing client portfolios, identifying and targeting new market segments, providing strategic investment and delivering exceptional wealth management services tailored to their clients needs.

Responsibilities

• Take ownership of the full section of investment and planning needs for clients, ensuring the development and implementation of tailored wealth strategies
• Manage and expand and existing client book with a supportive and collaborative environment, leveraging internal resources to maximise opportunities for portfolio enhancement and growth
• Develop long-term client relationships against plan
• Actively pursue new leads and take a proactive role in identifying opportunities for cross-selling the firm's diverse range of products and services
• Organise, attend and participate in staff and client events both in person and online

Requirements

• A minimum of 7 years experience in Financial Services
• Proven track record or client relationship management and a good knowledge of financial products and the investment markets
• Must be QFA, CFP or registered representative examination/certificate in Stockbroking
• Knowledge of and strong interest in the international investment environment
• Proactive, self-starter with ambition, energy and a drive to succeed in a fast-moving market

This is an excellent opportunity for someone who is looking to continue to develop their career in the Wealth Management space.