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Senior wealth manager

Dublin
Elevate Partners
Wealth manager
Posted: 8 February
Offer description

We are currently working with a leading Wealth Management firm who are looking to hire a Senior Wealth Manager to join their team in Dublin.
The successful candidate will lead a high-performing team focused on emerging wealth and mass affluent clients.
Responsibilities of this Senior Wealth Manager Job: Play a pivotal role in the firm's leadership team, shaping the strategic direction of the team, driving initiatives that enhance team performance and client outcomes Deliver a financial planning led offering that focuses on building long-term client relationships Manage and develop a client book of ******* clients Originate new business through referrals, strategic partnerships and digital campaigns Provide compliant advice in accordance with CPC and MiFID II standards Requirements of this Senior Wealth Manager Job: A minimum of 10 years experience in Financial Services with a proven track record in wealth management and regulated advice In-depth knowledge of financial products and investment markets QFA, CFP qualified Adaptable and resilient, thriving in dynamic environments and through evolving client needs Client focused, committed to delivering exceptional outcomes and building lasting trust and confidence For more information on this Senior Wealth Manager job or to discuss in more detail, contact Aoife Stokes at or apply directly below.

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