Senior Wealth Executive Senior Wealth ExecutiveYou could be just the right applicant for this job Read all associated information and make sure to apply.
- Hybrid
- Galway
- Permanent About the Opportunity An established, investment-led financial services firm is seeking an experienced Senior Wealth Executive to join its growing Wealth Management team, with a regional focus on the West of Ireland.This is a senior, client-facing role offering the opportunity to manage and grow relationships with high-net-worth clients while contributing to the firm's long-term regional growth strategy.You will play a key role in delivering holistic, planning-led wealth solutions, driving new business development, and ensuring exceptional client outcomes.The role offers strong autonomy, access to a collaborative national platform, and a clear succession opportunity within an existing client book.Key Responsibilities Lead holistic, planning-led advice and portfolio oversight for high-net-worth clients (typically €1m+), aligned to client objectives and risk profiles Assume responsibility for and grow an inherited client book as part of a structured succession plan Build and convert a high-quality regional pipeline through referrals, events, and professional introducer relationships Collaborate closely with colleagues across wealth, investment, and advisory teams to ensure the most appropriate service model for each client Develop strong regional sector insight (e.g.Technology, Med Tech, Pharma, Property, Hospitality, Aviation) to originate new opportunities Act as a trusted advisor to clients, supporting investment planning and long-term wealth strategies Represent the firm at regional client and community events, both in-person and virtually Ensure all advice and business development activity meets regulatory, suitability, and internal risk standards Experience & Skills Required Minimum of 8 years' experience in Financial Services Proven track record in wealth management and high-net-worth client advisory Demonstrated success in business development, relationship management, and revenue growth Strong understanding of investment markets and financial products Excellent communication, influencing, and relationship-building skills Ability to balance commercial targets with exceptional client service and compliance standards Relevant third-level qualification in business, finance, or a related discipline Professional qualifications such as QFA, CFP, or equivalent (Registered Representative / Stockbroking qualifications also considered) Ideal Candidate Profile An established professional with a strong local or regional network (advantageous) Based in, or with strong ties to, the West of Ireland Commercially astute, client-focused, and highly credible with senior clients Comfortable operating in a dynamic, relationship-led environment Collaborative, self-motivated, and committed to long-term client and business success High ethical standards, strong attention to detail, and excellent digital literacy Skills: Financial Advisory Pensions Investments.
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