Wealth Manager (Research & Strategy)

Are you an experienced Wealth Manager in search for your next career move?

We are currently recruiting for an experienced Wealth Manager (Research & Strategy) on a remote work model for our client based in Ireland. In this role, you will lead a team of 7.

Our client specializes in legally and ethically reducing their clients' tax rate, diversifying and safeguarding their assets and maximizing their freedom.

ROLE OVERVIEW

* Your primary responsibility will include developing personalised financial plans, managing portfolios and providing expert advice on various financial matters, such as taxes, insurance and risk management.
* The ideal candidate will bring their financial expertise and establish long-lasting relationships with clients while contributing to our client's mission of helping individuals achieve their economic aspirations.

KEY TASKS

* Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.
* Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.
* Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles.
* Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis.
* Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs.
* Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions.
* Collaborating with internal teams, such as tax advisors, legal professionals and estate planners, to offer comprehensive financial solutions to clients.
* Helping the company meet its financial objectives through personalised financial planning.
* Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.

KEY RESPONSIBILITIES

* Organise client meetings to discuss financial goals, risk tolerance and investment preferences.
* Develop personalised wealth management strategies, including investment planning, portfolio allocation and retirement planning.
* Monitor and review clients' financial progress regularly, ensuring alignment with their objectives and making adjustments.
* Conduct in-depth research and analysis of investments, tax laws, and other financial matters to provide informed advice.
* Evaluate investment opportunities, considering factors like risk, return potential and liquidity.
* Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks.
* Create detailed financial plans, including cash flow projections, retirement planning, and tax optimisation strategies.
* Monitor and review investment performance, conducting periodic portfolio rebalancing to align with clients' objectives.
* Collaborate with internal teams to coordinate complex financial transactions, such as estate transfers and charitable giving.
* Participate in industry conferences and seminars to expand knowledge and network with potential clients.

SKILLS & QUALIFICATIONS

* Ideally BA bachelor's degree in finance, economics, business administration or a related field.
* Ideally 4-6 years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments.
* Understanding of financial markets, international tax, investment products, and wealth management principles.
* Proficiency in financial analysis tools, portfolio management software, CRM systems and MS Office suite.
* Excellent interpersonal skills and the ability to build trust and rapport with clients.
* Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset.
* Exceptional verbal and written communication skills in explaining complex financial concepts to clients.
* Integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices.


If the role interests you, please get in touch via email for more details.
If you are interested in other roles or career change, please do not hesitate to contact me too.
Adecco is an equal opportunity employer.

Adecco Ireland is acting as an Employment Agency in relation to this vacancy.