Wealth Planner

Job description

Job title:

Location:

Tasks

• Its main role is to provide wealth planning expertise to private clients in Ireland.
• You will support both domestic and international customers.
• Your tasks include:
• Fact-finding, analysis, discussion or principles
• Evaluation or concepts
• Proposal or solutions/services
• Implementation and follow-up
• You need to keep up to date with industry, legal, regulatory and tax changes and inform customers and internal stakeholders accordingly.
• They will support RM's and other stakeholders through training, 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, taxation or a related field.
• Additional qualifications related to the specialty, such as STEP accreditation, are preferred.
• Passion for wealth planning for Irish private clients.
• Dedicated individual 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.

We offer

• A working environment in which individual qualities are valued and encouraged.
• The opportunity to be entrepreneurial, to develop and to create added value beyond wealth.