35 Wealth Management Jobs in Dublin, Ireland

Role highlights

• About the role An exciting opportunity has opened up as a Private Client Advisor.
• The role is also subject to the Minimum Competency Code and therefore there is a requirement to hold, or be…

Role highlights

• Work closely with our investment and proposition teams to ensure that the offering for Wealth Management is competitive and compelling.
• We will rely on you to: Build relationships, generate leads and support pipeline management across Europe with Wealth Managers and…

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• We have an exciting opportunity for an Investment Advice Associate to join the Wealth Governance team in our Dublin office.
• Support the Wealth Governance Team in performing monitoring and reviews of Front Office controls and assisting Investment Managers in the…

Role highlights

• The successful candidate will: About the role Work closely with an Associate Director/Director: Assist in the creation and execution of…
• An opportunity has arisen for an Investment Associate within the Private Clients department at Davy.

Role highlights

• About the role: Reporting directly to the Sales Manager, the Financial Planning Advisor will be responsible for identifying client needs,…
• CFP, RPA, SIA, or other advanced financial planning qualifications are desirable.

Role highlights

• About the role: Reporting directly to the Sales Manager, the Financial Planning Advisor will be responsible for identifying client needs,…
• CFP, RPA, SIA, or other advanced financial planning qualifications are desirable.

Role highlights

• We're looking for a commercially astute and client-focused relationship manager with a proven ability to influence, build strong partnershi…
• As a Relationship Manager within our Share Plans business, you will take strategic ownership of a portfolio of large, complex…

Role highlights

• The successful applicant will work within the UK Branch RMP who are a dedicated team providing full advisory / executive…
• This position will suit an experienced Commercial or Corporate Insurance professional, ideally from a broking background, however, we will…

Role highlights

• To be responsible for providing personalised investment advice and portfolio management to the client, ensuring that investment portfolios…
• We are seeking an ambitious Investment professional, to join Evelyn Partners to join our investment team in Dublin, as an…

Role highlights

• About the role An exciting opportunity has arisen within the support function of Davy Select for an Intermediary Support Senior…
• In the role, the successful candidate will: Ensure Brokers requirements are understood and met in terms of turnaround and accuracy…

Role highlights

• About the role: Reporting directly to the Sales Manager, the Financial Planning Advisor will be responsible for identifying client needs,…
• CFP, RPA, SIA, or other advanced financial planning qualifications are desirable.

Role highlights

• Updating cashflow models and financial plans.
• Ensuring all client records and financial plans remain current.

Role highlights

• The hire will work closely with the International Head of Wealth IR within the Client Operations team, assisting in the…
• POSITION SUMMARY KKR is seeking to hire for an Associate / Assistant Vice-President level role working alongside the EMEA GWS…

Role highlights

• As an Associate Retirement Consultant, you will be instrumental in adding value to our relationship with clients and ensuring that…
• We are looking for an Associate Retirement Consultant to work closely with Retirement Consultants as the primary day to day…

Role highlights

• We’re seeking a future team member for the role of VP, Alternative Investments Transfer Agency Product Owner to join our…
• Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions th…

Role highlights

• Relationship management / consulting experience, ideally with a track record of working with either Wealth Managers, Not-For-Profits or Ins…
• Strong engagement and influencing skills to collaborate with colleagues at all levels of the organisation Previous experience working with…

Role highlights

• Role Accountabilities and Core Responsibilities Participate in all Private Client functions – with main focus on New Business but also…
• Ensure agreed processes are followed in all matters Manage aged debt and premium collection Provide a concierge service and seek…

Role highlights

• Responsible for Investor Services recruitment, training and performance evaluations.
• Responsible for all aspects of investor transaction processing, reporting, and dealing with ad hoc client requests.

Role highlights

• The role We are looking for a full-time investment consultant who will be part of a collaborative team of colleagues…
• Other requirements include: Build and maintain strong client relationships through effective communication and responsiveness Show good com…

Role highlights

• We’re seeking a future team member for the role of VP Client Operations to join our Client Operations team.
• Serve as an escalation point for the clients Leads and participates in internal activities and initiatives designed to improve the…

Role highlights

• Accountabilities for your role Grows revenue as directed by senior management by successfully prospecting for new business, especially inve…
• Conducts him or herself honestly and ethically; adheres to a core set of values and standards appropriate to the situation…

Role highlights

• Enable proactive client management by attending client meetings with the Relationship Director and, where appropriate, independently or alo…
• What you will do: The Client Relationship Management role supports the Relationship Director in developing and maintaining relationships wi…

Role highlights

• Key responsibilities: Lead financial due diligence engagements for corporate, private equity and lender clients across a broad range of sec…
• The successful candidate will ideally have: Strong experience in a transaction services financial due diligence environment, with a track r…

Role highlights

• Contribute to the global Financial Solutions team objectives in terms of risk management, strategic planning, reporting and financial targe…
• This position requires leadership, collaboration, creativity, management experience and structuring skills as well as the development of ta…