Financial Planning Manager Job Description
We are seeking an experienced Financial Planning Manager to join our team in Dublin. As a key member of our sales team, you will be responsible for driving wealth management sales in Ireland by meeting with high net worth clients to discuss investment opportunities and gathering new clients and assets for the firm.
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* Driving wealth management sales in Ireland
* Gathering new clients and assets for the firm
* Extensive networking & direct consultative selling
* Dedicated portfolio management
* Retention of client relationships
About You:
To be successful in this role, you will have a proven track record in providing financial advice to clients, excellent interpersonal communication skills, and a strong work ethic. Additionally, you will have a quantifiable track record in closing new investor business and outstanding sales ability.
What We Offer:
In addition to a full benefits package, we offer a lucrative bonus/commission structure that would result in an OTE of at least €120,000 in year one and higher thereafter.