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Job Title: Director Wealth Management
  Wealth Management Director
Location: Dublin
Position Type: Full Time
Pay range: N.A./Neg
Date Added: 26-03-2021
Last Updated: 26-03-2021

Our Wealth Management team offer expert investment and advisory services to high net worth private clients, senior company executives and corporates on a wide range of investment, retirement and wealth management and planning strategies.

We currently have an exciting opportunity for a Director to lead and grow our Wealth Management team. Working closely with Partners, the person will actively engage in the development of services and will manage a growing portfolio of clients.

Required Skills: Managing a portfolio of clients with multiple service requirements. Provide advice across the full spectrum of wealth management services with specific expertise on pensions, investments and protection products.
Commercial acumen, ability to manage and develop mutually beneficial long-term client relationships, in the development of services. Be proactive in lead generation with existing & new clients.
Regular reviews of clients financial and investment needs. Be a key contact for agencies and financial intermediaries.
Proactive in approach to the management and development of the Wealth Management Team.
Collaborate with other specialist service departments of the Firm in the delivery of service to clients.
Be fully aware and ensure compliance with standards imposed by the various regulatory authorities and maintain a thorough knowledge of the Irish pension regime, investment, risk and tax environments.
Strong interpersonal and communication skills.
Experience: Ideally applicants should have 5+ years previous expertise and knowledge providing pension and/or investment consultancy services to clients and be QFA qualified

Job Classification

Categories: Banking
Accountancy -> Financial Services

Contact Details

Posting Company: RBK
Contact Name: Karen Buckley
Apply For This Job: Click Here
Company Profile: RBK is one of Ireland's premier business advisory and accountancy firms. With over 60 years of experience providing professional advisory services to a range of clients in the mid to large corporate market in Ireland, our extensive client base is served from offices in Dublin, Athlone and Roscommon.

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