Are you an elite financial advisory professional ready to elevate your career with a premier market leader? At 360 Search, we are partnering with an exceptionally high-performing wealth advisory firm in Dublin that specialises in the high-net-worth (HNW) and ultra-high-net-worth (UHNW) sectors. This full-time, permanent, on-site role represents a stellar opportunity to join a growing senior advisory team. You will inherit a prestigious, high-value client portfolio while driving strategic business development, positioning yourself at the forefront of sophisticated wealth management in Ireland.
Key Responsibilities
In this senior, client-facing role, you will act as the lead advisor to an affluent client base, steering their long-term financial success. Your core duties will include:
- Lead Portfolio Management: Act as the primary strategic contact for an inherited portfolio of HNW and UHNW clients, building deep, trusted, and enduring relationships.
- Holistic Advisory: Deliver comprehensive wealth management advice spanning investment strategy, retirement planning, tax-efficient structuring, and estate planning.
- Collaboration & Delivery: Partner closely with internal investment, compliance, and paraplanning teams to design and execute bespoke financial solutions.
- Business Growth: Drive organic revenue growth by cultivating professional introducer networks (solicitors, accountants) and leveraging personal client referrals.
- Regulatory Excellence: Conduct regular, detailed client review meetings while maintaining absolute compliance with suitability and industry regulatory standards.
Required Skills & Experience
To command this sophisticated client portfolio, you must possess outstanding technical credibility and commercial acumen. The essential requirements are:
- Qualified Financial Adviser (QFA): You must hold the QFA designation as an absolute critical requirement.
- HNW & UHNW Expertise: Proven track record with a minimum of 10 years’ experience in private client wealth management, specifically advising high-net-worth and ultra-high-net-worth individuals.
- Technical Mastery: Deep technical knowledge of Irish pensions, complex investment structures, tax-efficient planning, and intergenerational wealth transfer.
- Commercial Drive: Strong presence and credibility with sophisticated clients, alongside a demonstrable ability to generate revenue and build strategic relationships.
- Right to Work: Candidates must already possess the permanent right to work in Ireland, as visa sponsorship is not available for this role.
Nice-to-Have
While not strictly mandatory, the following advanced qualifications will set your application apart:
- Certified Financial Planner (CFP): Possession of the CFP designation or a similar advanced financial planning qualification is highly preferred.
- Professional Network: An active, pre-established network of professional introducers across Dublin and the wider Irish market.
What We Offer / Why Join
This is more than just a lateral move; it is a platform for genuine career progression and professional growth. By joining 360 Search's client in Dublin, you will immerse yourself in a collaborative environment that values continuous learning and rewards high performance. Alongside a highly competitive salary and benefits package, you will enjoy the autonomy to shape the firm's evolving advisory proposition and elevate your profile within the elite tier of Irish wealth management.
Pay: €100,000.00-€120,000.00 per year
Work Location: Hybrid remote in Dublin, County Dublin
