Job Description
Description FK International are exclusively partnering with a well-capitalised challenger institution in the Wealth Management sector. This role presents an opportunity for an experienced wealth professional to move into a dynamic, entrepreneurial environment as the business embarks on an ambitious growth strategy. Key responsibilities will include: Developing strong relationships with high-net-worth clients, understanding their unique financial goals to provide personalised financial planning and investment advice. Conducting financial assessments for clients, including risk analysis, retirement planning, estate planning, and tax optimization. Identifying and pursuing new business opportunities with high-net-worth clients. Demonstrating a strong ability to manage relationships, achieve revenue targets and build the client base by making new connections and leveraging existing networks. Providing expert advice on a range of investment products and services, ensuring optimal portfolio performance. Monitoring investment portfolios regularly to ensure alignment with clients' objectives and market conditions. Requirements for this Role Successful candidate will likely have the following background: Certified Financial Planner (CFP) qualification. 10+ years experience in providing financial advice to high-net-worth individuals. Proven track record of successful sales and business development with an extensive network in the wealth management industry. In-depth knowledge of financial planning, investment products and wealth management strategies. About Our Client A well-capitalised challenger institution in the Wealth Management sector. Remuneration Attractive salary with a strong performance-based remuneration. Your application will be directed toDaniel Corbett. Not interested in this role, but know someone who might be? Refer a friend to FK International to receive a €500 voucher should we successfully place your friend. Please refer to our website for applicable Terms & Conditions. Skills: Financial Advisor Financial Planning Wealth Management Business Development