Wealth Advisor

Our client is a leading Financial Services firm who are looking to hire a Wealth Advisor 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 of this Wealth Advisor Job: 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 an existing client book, leveraging internal resources to maximise opportunities for portfolio enhancement and growth Develop long-term client relationships Actively pursue new leads and take a proactive role in identifying opportunities for cross-selling the firm's range of products and services Organise, attend and participate in staff and client events both in person and online Requirements of this Wealth Advis...