Financial Services•Full Time•5+ years•Sandyford, County dublin•40 k - 1.5 Lacs
Required Skills
4 skills
Wealth Management
Pensions
Income Protection
Investment
Job Description
<p>The Role</p><ul><li>Advise and support an existing portfolio of high-net-worth clients.</li><li>Build new client relationships and develop business opportunities.</li><li>Provide tailored solutions in wealth management, pensions, and income protection.</li><li>Represent and enhance the Omega Financial brand across Leinster.</li></ul><p>What We’re Looking For</p><ul><li>Fully QFA qualified (minimum) with a third-level degree.</li><li>5+ years’ advisory experience in financial services, ideally with high-net-worth clients.</li><li>Strong knowledge of investment and pension products and related tax rules.</li><li>Proven client relationship and business development skills.</li><li>Proactive, detail-oriented, and client-focused approach.</li></ul>
The Role
Advise and support an existing portfolio of high-net-worth clients.
Build new client relationships and develop business opportunities.
Provide tailored solutions in wealth management, pensions, and income protection.
Represent and enhance the Omega Financial brand across Leinster.
What We’re Looking For
Fully QFA qualified (minimum) with a third-level degree.
5+ years’ advisory experience in financial services, ideally with high-net-worth clients.
Strong knowledge of investment and pension products and related tax rules.
Proven client relationship and business development skills.
Proactive, detail-oriented, and client-focused approach.