Job Description
A leading provider of Wealth Management and Financial Services is seeking a Senior Financial Advisor to serve high net worth clients in the medical profession.
The ideal candidate will have a minimum of 5 years of senior advisory experience, preferably working with high net worth clients and individuals with significant incomes requiring expert financial advice.
The role involves servicing existing clients, expanding the client base, and developing and implementing a successful business plan to enhance the company's reputation and brand awareness.
The successful candidate will possess excellent knowledge of investment products, markets, and associated risk/return factors, as well as proficiency in all pension products and their technicalities.
Key responsibilities include:
- Formulating and presenting tailored financial solutions in wealth management and financial services
- Developing and implementing a successful business plan to enhance the company's reputation and brand awareness
- Servicing existing clients and expanding the client base
- Providing expert financial advice to high net worth clients and individuals with significant incomes
Required qualifications and experience include:
- QFA qualification
- Third level qualification
- Senior advisory experience in financial services with a proven track record of growing and developing client relationships
- Excellent knowledge of investment products, markets, and associated risk/return factors
- Proficiency in all pension products and their technicalities
The ideal candidate will be based in the Munster region and will be expected to work collaboratively as part of a team, with a high level of accuracy and attention to detail.