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Senior Wealth Executive
Elevate PartnersDublin, Ireland30+ days ago
Job type
- Full-time
Job descriptionMinimum of 5 years’ experience, with proven track record of working with clients, with a good working knowledge of financial products QFA, CFP or Registered Representative Examination / Certificate in Stockbroking, or be prepared to sit same within a reasonable time frame A Masters / Primary degree or relevant professional qualification Knowledge of and a strong interest in the international investment environment The ability to gain the trust and confidence of both clients and colleagues
We are currently working with a leading Wealth Management firm who are looking to add a Senior Wealth Executive to their team.
Role Duties include :
- Responsible for management of the investment and planning needs of our clients
- Build and foster key relationships with clients or the firms partners’ in relation to client propositions and investment planning
- A proven ability to grow a client book in a supported environment
- Proactively pursue leads and manage the cross-sell of the firms products and service
- Expert in making decisions considering the broader and long-term goals and implication for the benefit of our clients and our business
Requirements