Posted: 18 June
The role
Spot Recruitment is seeking a motivated individual to join a client-focused wealth management firm in Dublin. In this role, you will work closely with Private Client Managers to build and present comprehensive financial plans for high-net-worth clients. You will also prepare suitability reports and manage client portfolios.The ideal candidate will possess strong financial planning knowledge and be familiar with cashflow modelling software. This position offers substantial responsibility from day one.
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