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.