Our client is a leading employee benefit consultancy and private wealth management firm with over 30 years of industry expertise. They provide comprehensive financial solutions to both corporate clients and personal investors. We are currently seeking a talented and driven Private Client Advisor to join their Wealth Management team in either our Dublin or Cork office.
Salary & Benefits:
Permanent
Sandyford- Hybrid Working
€65,000 DOE
Key Responsibilities:
Drive the strategic direction and project management of client relationships within the Wealth Management sector.
Provide comprehensive Wealth Management solutions and advice to a portfolio of private clients.
Develop and maintain strong, long-term relationships with existing and prospective clients.
Stay up to date with industry trends, financial products, and market developments.
Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
What Sets Them Apart:
Join a growing and dynamic team that is at the forefront of Wealth Management in Ireland.
Work in a collaborative and innovative environment focused on client delivery.
Opportunity for career advancement and exposure to diverse clients and projects.
Hybrid work model with flexibility to work both virtually and from their office locations.
Requirements:
Bachelor's degree in Finance, Mathematics, Statistics, Economics, Business, or a related field.
Proven experience in directly dealing with clients and providing personal financial planning solutions.
In-depth knowledge of products available in the Irish market for personal, family, and business protection, as well as pre and post-retirement planning.
QFA Certified (minimum) or hold an equivalent qualification that satisfies the Minimum Competency Requirements of the Central Bank of Ireland.
Excellent analytical, communication, and writing skills with a professional presentation style.
Familiarity with Voyant (preferred but not essential).
For more information please apply through the link provided for the attention of David Wood or call Osborne Recruitment on 01 638 4400 If you are interested in finding out more about the above role and would like to be considered for this or other suitable roles that we may have available for your skill set – please attach your CV via the link provided. Please submit your updated CV in Word Format If you are living in Ireland and hold a VALID WORK PERMIT, we would love to hear from you, if however, you do not hold a valid work permit unfortunately we will not be in a position to assist you with your job search. Osborne are proud to be an Equal Opportunity Employer.
