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Senior Wealth Manager

Company

Elevate Partners

Location

Dublin, D

Type

Full-time

We are working with a leading financial services firm who are looking to add a Senior Wealth Manager to their team in Dublin due to expansion. Responsibilities of this Senior Wealth Manager Job: Deliver a financial planning led offering that focuses on building long-term client relationships Manage and develop a client book of 100+ clients Originate new business through referrals, strategic partnerships and digital campaigns Drive innovation and implement scalable solutions to enhance overall client experience Develop and execute growth strategies Requirements of this Senior Wealth Manager Job: Minimum 8 years experience in Financial Services with a track record in Wealth Management QFA Essential Excellent communication and relationship building skills Client-focused, committed to delivering exceptional outcomes In-depth knowledge of financial products and investment markets This is an excellent opportunity for someone who is looking to continue to develop their career in the Wealth Ma...

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