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Job Description
A leading provider of Wealth Management and Financial Services is seeking a Senior Financial Advisor to serve high net worth clients in Dublin. The role requires a minimum of 5 years of senior advisory experience, preferably working with high net worth clients and individuals with significant incomes.
The successful candidate will be responsible for servicing the existing client base and expanding it by acquiring new clients. They will formulate and present tailored financial solutions in wealth management and financial services.
Key Responsibilities:
- Formulate and present tailored financial solutions in wealth management and financial services.
- Develop and implement a successful business plan to enhance the firm's reputation and brand awareness.
- Servicing the existing client base and expanding it by acquiring new clients.
- Providing expert financial advice to high net worth clients and individuals with significant incomes.
Requirements:
- QFA qualification.
- Third level qualification.
- Minimum of 5 years of senior advisory experience in financial services.
- Excellent knowledge of investment products, markets, and risk/return factors.
- Proficiency in all pension products, including technicalities and tax guidelines.
- Strong interpersonal, problem-solving, and relationship management skills.
- Ability to plan and organize to maximize role efficiency.
- Flexibility and adaptability to handle diverse situations.
- Understanding of regulatory requirements.
- Ability to work collaboratively as part of a team.
- High level of accuracy and attention to detail.
- Excellent computer skills, including Microsoft Office and CRM systems.