Wealth Planner

Job description

Tasks

• Its main role is to provide wealth planning expertise to private clients in Ireland.
• Your tasks include
  • Fact-finding, analysis, discussion of principles, evaluation of concepts, proposal of solutions/services, implementation and follow-up.
  • Keeping up to date with industry, legal, regulatory and management changes and informing customers and internal stakeholders accordingly.
  • Assist Relationship Managers (RMs) and other stakeholders with education, knowledge transfer and support on wealth planning topics and services/products.

Requirements

• At least 5 years of professional experience in relevant financial services sectors or comparable private client practices (e.g. private bank, lawyers, tax consultants, trust company).
• University degree in law, tax law or a related field.
• Additional qualifications related to the field, such as STEP accreditation, are preferred.
• Passion for wealth planning for Irish private clients.
• Engaging personality with the ability to work effectively with high net worth clients and meet their needs and objectives.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to work independently and effectively within a domestic and global team, both in person and remotely.

We offer