As a highly skilled Wealth Management Professional, you will play a key role in delivering exceptional wealth planning expertise to private clients residing in Ireland. Your primary focus will be on providing strategic guidance and implementing suitable solutions to meet the complex needs of our discerning clients.
Your Challenge
* Provide expert wealth planning advice to Relationship Managers and their clients, coordinating the wealth planning process with internal and external experts as needed.
* Implement bespoke solutions, such as private insurance, trusts, foundations, or companies, in collaboration with internal and external providers.
* Serve as a subject matter specialist in client-facing interactions, following our Advisory Process which includes fact-finding, analysis, discussion of principles, evaluation of concepts, proposal of solutions/services, implementation, and follow-up.
* Stay up-to-date with industry, legal, regulatory, and taxation changes, informing clients and stakeholders accordingly.
* Support Relationship Managers and other stakeholders by providing training, knowledge transfer, and assistance on wealth planning topics and services/products.
Your Profile
* A minimum of 5 years of professional experience in relevant financial services sectors or comparable private client practices (e.g., private bank, legal practice, tax advisor, fiduciary company).
* A university degree in Law, Tax, or a related field. Additional qualifications linked to the area of expertise, such as STEP accreditation, are preferred.
* A passion for wealth planning for Irish private clients.
* An engaging personality with the ability to work effectively with high-net-worth clients, ensuring their needs and objectives are met.
* Strong organizational skills and attention to detail.
* Excellent written and verbal communication skills.
* The ability to work independently and collaborate effectively within a domestic and global team, both in person and in virtual formats.
* A self-starter with a solution-oriented mindset.
* Fluent in English. Additional European language skills are advantageous.
Benefits
We offer an international and stimulating work environment, allowing you to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners.
Others
We look after our employees through continuous learning, health, and well-being programs, flexible working options, and extensive career development opportunities. We are committed to your success and provide first-class opportunities for experienced professionals to grow and develop their careers.