Senior Financial Advisor - Morgan McKinley
  • Dublin, Leinster, Ireland
  • via BeBee.com
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Job Description

A leading Wealth Management and Financial Services provider is seeking a Senior Financial Advisor to join their team in Dublin.

As a Senior Financial Advisor, you will be responsible for servicing existing high net worth clients and expanding the client base by acquiring new clients.

The successful candidate will possess 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.

  • Key Responsibilities:
    • Formulate and present tailored financial solutions in wealth management and financial services
    • Develop and implement a successful business plan to enhance the company's reputation and brand awareness
    • Service and expand the existing client base
  • Requirements:
    • QFA Qualification
    • Minimum 5 years of senior advisory experience in financial services
    • Excellent knowledge of investment products, markets, and risk/return factors
    • Strong interpersonal, problem-solving, and relationship management skills

As a dedicated and experienced financial professional, you will have the opportunity to advance your career in a dynamic and reputable organization.

Skills required for this role include high net worth financial advice, life pensions, and protection, as well as proficiency in all pension products and technicalities.

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