Wealth Advisory - Director

Top Asset Management Company is looking for a Wealth Director with 7 to 10 years of Financial Advisory experience to join this growing team

Wealth Advisory – Director
Location – Dublin
Salary – 100k to 120k
Key responsibilities:
• Responsible for management of the investment and planning needs of our clients
• Experience in and ability to develop own network and attract new clients
• Build and foster key relationships with clients or our partners’ in relation to client propositions and investment planning
• Accountable for developing and delivering sales pipeline via new or existing clients
• A proven ability to grow a client book in a supported environment
• Ability to negotiate large deals with proven business leaders and develop long term client relationships
• Ideal Characteristics
• Work collaboratively on large new business pitches
• Proactively pursue leads and manage the cross-sell of the Company 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.
• Work closely with other teams to ensure that client accounts are managed in line with client's mandate, objectives, risk profile and timeline
• Data driven analysis to inform decision making, development of new ideas for identifying potential opportunities and new customer segments
• People leadership directly or indirectly (mentor/coach)
Role requirements:
• 10 years’ experience, with proven track record of working with clients, with a good working knowledge of financial products
• QFA, CFP, CFA 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
If you are interested in this role please apply here or contact me directly on darragh.oboyle@walterspeople.com or 0858154571