Senior Director – Head of Wealth Management Advisory – Dublin
Outstanding opportunity to join a leading global financial services firm to lead their Wealth Management Advisory Business in Dublin.
The firm is expanding its domestic presence in wealth management, leveraging its established client base and networks. They are seeking a Senior Director to join their senior leadership team.
Responsibilities:
1. Lead and develop a team of wealth professionals managing investment and planning needs of advisory clients.
2. Build key relationships with relationship managers and employees on advisory client propositions, investments, and planning.
3. Contribute to the development and delivery of the overall wealth management strategy.
4. Lead the team in delivering innovative, best-in-class advisory products and propositions, incorporating international best practices.
5. Utilize the firm's content and organize participation in employee and client events, both in person and online.
6. Ensure advisory client accounts are managed in line with mandates, objectives, risk profiles, and timelines.
7. Oversee risk, governance, and compliance aspects of the advisory proposition, representing wealth management as needed.
8. Manage the team's annual budget and contribute to overall budgeting processes.
9. Grow funds under management, revenue, and profits in line with business ambitions and requirements, providing a framework for achieving these goals.
What is on Offer?
This role offers an outstanding opportunity for an experienced wealth management professional to leave a significant impact as the firm enters a growth phase. The package is competitive, with further career opportunities within the group and exposure to executive leadership.
For more information, please contact Matt Fitzpatrick at Marks Sattin.
Additional Details:
* Seniority Level: Executive
* Employment Type: Full-time
* Job Function: Strategy/Planning, Consulting, and Finance
* Industries: Venture Capital and Private Equity, Capital Markets, Banking
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