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Wealth manager

FK International - Financial Search and Selection
Wealth manager
Posted: 17 October
Offer description

Job DescriptionAt FK International, we are partnering with a significant challenger institution in the Wealth Management sector, currently recruiting for a Wealth Manager with a focus on the UHNW/family office sector.Reporting to the MD, responsibilities will include:Manage key UHNW relationships, acting as a trusted advisor to clientsOversee portfolio analysis, financial planning and tax structuring for clientsIdentify and drive opportunities to deepen/broaden client relationshipsSupport firm-wide initiatives, strategic projects and mentoring of junior team members in support of the UHNW/family office platformRequirements for this Role5+ years' experience advising UHNW/families in an advisory (i.e. tax planning, investment advisory) or Wealth Management capacityRelevant qualification, e.g. chartered accountant, tax (CTA), CFP or CFADeep understanding of liquidity events, succession planning and tax/investment structuringDemonstrated experience in building trust with UHNW and sophisticated investorsAbout Our ClientOur client is a leading challenger institution in the wealth management sector.RemunerationAttractive + bonus & benefits.Your application will be directed toGer Buckley.Not interested in this role, but know someone who might be? Refer a friend to FK International to receive a €500 voucher should we successfully place your friend. Please refer to our website for applicable Terms & Conditions.

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