Director of Private Clients – Private Wealth Management2 days ago Be among the first 25 applicantsDirect message the job poster from SYS FinancialHead of Financial Services at SYS FinancialRole OverviewWe are looking for a Director of Private Clients to support and advise high-net-worth and professional clients with complex financial planning needs. You will develop bespoke strategies to help clients protect, manage and grow their wealth. There will be a particular focus on providing tax efficient retirement planning and advising on exclusive investment opportunities.Key ResponsibilitiesProvide in-depth financial planning advice tailored to private clients, including business owners, professionals, and executives.Design strategies for investment planning, pension structuring, asset protection, and succession planning.Manage a book of existing private clients and develop new relationships through referrals, networking and lead generation.Stay informed on market trends, product developments, and tax/legislative changes relevant to clients.Collaborate with internal teams and external professional advisers (e.g., accountants, tax advisers).RequirementsQFA and RPA qualification required, CFP/SIA or equivalent qualification advantageous.Minimum of 5-10 years’ experience in private client or high-net-worth financial planning.Expertise in retirement and investment planning, tax-efficient strategies, and succession planning.Strong relationship management skills with a client-first mindset.Commercial acumen and a passion for delivering white-glove service.Why Join SYS Financial?Competitive salary (€100,000 to €150,000 dependent on experience), one of the most competitive bonus structures in the industry, employer pension contributions, life insurance, income protection, volunteer days, and more.We support your professional growth by offering paid access to educational courses and certifications to help you advance in your career.Be part of a supportive, team-oriented environment where respect and integrity are paramount.SYS Financial is committed to your professional development, offering clear career progression, and advancement opportunities.Play a crucial role in helping clients achieve financial success, all while advancing your career in a respected industry.Seniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionBusiness Development and SalesReferrals increase your chances of interviewing at SYS Financial by 2xGet notified about new Director Client Management jobs in Ireland.Director, EU Sales & Business DevelopmentDirector of Human Resources & Benefits Service DeliveryEnterprise eLearning Business Development DirectorDublin, County Dublin, Ireland 4 days agoDirector of Human Resources & Benefits Service DeliveryDublin, County Dublin, Ireland 2 weeks agoSenior Director, Health Economics and HTA, Fortrea Market Access & HEOR Consulting (MA&HEOR)Director Analyst, Master Data Management (MDM), RemoteDublin, County Dublin, Ireland 1 week agoDirector Analyst -Digital Workplace – Enterprise Application Architecture and Operations - EMEA remoteDublin, County Dublin, Ireland 2 weeks agoWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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