Home » Senior wealth manager

Senior wealth manager at 360 Search

Position Senior wealth manager
Posted 09 Mar 2026
Expired 08 Apr 2026
Company 360 Search
Location Dublin | IE
Job Type Full Time

Job Description:

Latest job information from 360 Search for the position of Senior wealth manager. If the Senior wealth manager vacancy in Dublin matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at 360 Search for the position of Senior wealth manager below matches your qualifications.

The Opportunity An established and growing wealth advisory firm is seeking an experienced Wealth Manager to join its senior advisory team. The firm specialises in high-net-worth and affluent private clients, providing holistic financial planning and discretionary investment advice. This is a senior, client-facing role suited to an adviser who is commercially strong, technically sharp, and comfortable managing complex client relationships. You will inherit a portfolio of high-value clients while also playing a key role in business development and long-term growth. The Role You will provide comprehensive wealth management advice across investment strategy, retirement planning, tax-efficient structuring, estate planning and intergenerational wealth transfer. You will act as the lead adviser to a portfolio of high-net-worth clients, building deep, trusted relationships and becoming their primary strategic contact. You will work closely with investment, compliance and paraplanning teams to deliver tailored solutions aligned to each client's objectives. You will contribute to revenue growth through referrals, professional introducer relationships and personal network development. You will support the continued evolution of the firm's advisory proposition and client experience. Key Responsibilities Manage and grow a portfolio of high-net-worth and affluent clients Deliver holistic financial planning and strategic wealth advice Lead client review meetings and investment discussions Identify opportunities for additional planning, protection and structuring Develop relationships with solicitors, accountants and other professional introducers Maintain full regulatory compliance and suitability standards Contribute to overall revenue targets and firm growth objectives Candidate Profile Minimum 7 to 10 years' experience in private client wealth management Proven track record advising high-net-worth individuals Strong technical knowledge across pensions, investments, tax and estate planning QFA qualified as a minimum, CFP or similar advanced qualification preferred Commercially aware with a demonstrable ability to generate revenue Strong presence and credibility with sophisticated clients High level of professionalism and discretion

Job Info:

  • Company: 360 Search
  • Position: Senior wealth manager
  • Work Location: Dublin
  • Country: IE

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Senior wealth manager at the office Dublin above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.

THIS JOB POSTING HAS EXPIRED (Over 30 days ago).
Please search for the latest job opportunities on our Homepage.

Similar Job Vacancies

  Commercial Manager:Transportation at AECOM at AECOM
Posted: 13 hours ago

Desc: Job DetailsCommercial Manager: Transportation – Full‑time, on‑site position in Dublin, D, IE.Job OverviewAECOM is a leading infrastructure consulting firm working across transportation and other secto...

Company: AECOM | Location: Dublin
  Job Search Agregator 2026
About Us
Privacy Policy
Disclaimer
Terms and Conditions
Contact Us
Submit XML Feed

© Jobkos

  By visiting the Jobkos website, viewing, accessing, or using any of the services or information created, collected, compiled, or submitted to Jobkos, you agree to be bound by the following Terms and Conditions of Service.
Created by Jobkos | | | |