Director of Private Clients – Private Wealth Management
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Head of Financial Services at SYS Financial
Role Overview
We are looking for a Director of Private Clients to support and advise high-net-worth and professional clients with complex financial planning needs. You will develop bespoke strategies to help clients protect, manage and grow their wealth. There will be a particular focus on providing tax efficient retirement planning and advising on exclusive investment opportunities.
Key Responsibilities
* Provide in-depth financial planning advice tailored to private clients, including business owners, professionals, and executives.
* Design strategies for investment planning, pension structuring, asset protection, and succession planning.
* Manage a book of existing private clients and develop new relationships through referrals, networking and lead generation.
* Stay informed on market trends, product developments, and tax/legislative changes relevant to clients.
* Collaborate with internal teams and external professional advisers (e.g., accountants, tax advisers).
Requirements
* QFA and RPA qualification required, CFP/SIA or equivalent qualification advantageous.
* Minimum of 5-10 years’ experience in private client or high-net-worth financial planning.
* Expertise in retirement and investment planning, tax-efficient strategies, and succession planning.
* Strong relationship management skills with a client-first mindset.
* Commercial acumen and a passion for delivering white-glove service.
Why Join SYS Financial?
* Competitive salary (€100,000 to €150,000 dependent on experience), one of the most competitive bonus structures in the industry, employer pension contributions, life insurance, income protection, volunteer days, and more.
* We support your professional growth by offering paid access to educational courses and certifications to help you advance in your career.
* Be part of a supportive, team-oriented environment where respect and integrity are paramount.
* SYS Financial is committed to your professional development, offering clear career progression, and advancement opportunities.
* Play a crucial role in helping clients achieve financial success, all while advancing your career in a respected industry.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Business Development and Sales
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