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Strategic wealth advisor

Maynooth
beBeeFinancialPlanning
Will advisor
Posted: 20 October
Offer description

Role Overview

We seek an experienced professional to build and manage a portfolio of affluent clients, providing bespoke financial planning advice for personal and business customers.

Key Responsibilities:

* Develop and execute comprehensive wealth management strategies for high net worth individuals and families, ensuring alignment with their financial goals and risk tolerance.
* Collaborate with regional and local stakeholders to support the achievement of business objectives and financial goals.
* Maintain up-to-date knowledge of all Financial Planning products and other relevant AIB product lines to provide expert advice to customers.

Requirements:

* Strong understanding of financial markets, products, and regulations.
* Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and stakeholders.
* Ability to work in a fast-paced environment and prioritize tasks effectively.

Benefits:

* Opportunity to work with a nationwide network of advisors, sharing best practices and expertise.
* Professional development opportunities to enhance skills and knowledge.
* A supportive and collaborative team environment.

What We Offer:

* Competitive salary and bonus structure.
* A range of employee benefits, including pension scheme and life insurance.
* Ongoing training and development opportunities.

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