Senior Wealth Manager

My client is seeking a highly experienced and motivated Senior Investment Manager to join their dynamic team in Dublin. As a Senior Investment Manager, you will play a pivotal role in managing a substantial book of assets, primarily focusing on High Net Worth (HNW) clients in Ireland and Europe. You will have significant discretion in managing client portfolios, backed by robust research and support from the UK headquarters.

Responsibilities:

* Manage a diverse portfolio of assets, with a focus on High net worth clients.
* Conduct discretionary fund management, exercising a high level of autonomy in portfolio decisions.
* Develop and maintain client relationships, with a strong emphasis on client retention and satisfaction.
* Collaborate with UK-based research teams to inform investment decisions.
* Drive organic client growth through referrals and networking activities.
* Lead portfolio reviews and adjust investment strategies as necessary.
* Ensure compliance with regulatory requirements and internal policies.
* Provide mentorship and support to junior team members.

Requirements:

* Bachelor’s degree in Finance, Economics, or related field.
* Chartered Wealth Manager designation preferred.
* Minimum of 5 years of experience in investment management, with a focus on HNW clients.
* Proven track record of successfully managing client portfolios and achieving strong investment returns.
* Strong understanding of discretionary fund management and asset allocation strategies.
* Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
* Familiarity with regulatory frameworks in the financial services industry.
* Experience working with CRM systems and investment research tools.

Remuneration Package: An excellent package is on offer for the right candidate.

If you meet the above qualifications and are ready to take on this exciting opportunity, please apply with your CV and cover letter detailing your relevant experience and qualifications. I look forward to hearing from you.

Contact

For more information on this role contact Martina Maher on 01 592 7886 or email me, or click on the apply button below

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