Senior Wealth Executive

An established, investment-led financial services firm is seeking an experienced Senior Wealth Executive to join its growing Wealth Management team, with a regional focus on the West of Ireland. This is a senior, client-facing role offering the opportunity to manage and grow relationships with high-net-worth clients while contributing to the firm’s long-term regional growth strategy.

You will play a key role in delivering holistic, planning-led wealth solutions, driving new business development, and ensuring exceptional client outcomes. The role offers strong autonomy, access to a collaborative national platform, and a clear succession opportunity within an existing client book.

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• Lead holistic, planning-led advice and portfolio oversight for high-net-worth clients (typically €1m+), aligned to client objectives and risk profiles
  
• Assume responsibility for and grow an inherited client book as part of a structured succession plan
  
• Build and convert a high-quality regional pipeline through referrals, events, and professional introducer relationships
  
• Collaborate closely with colleagues across wealth, investment, and advisory teams to ensure the most appropriate service model for each client
  
• Develop strong regional sector insight (e.g. Technology, MedTech, Pharma, Property, Hospitality, Aviation) to originate new opportunities
  
• Act as a trusted advisor to clients, supporting investment planning and long-term wealth strategies
  
• Represent the firm at regional client and community events, both in-person and virtually
  
• Ensure all advice and business development activity meets regulatory, suitability, and internal risk standards
  

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• Minimum of 8 years' experience in Financial Services
  
• Proven track record in wealth management and high-net-worth client advisory
  
• Demonstrated success in business development, relationship management, and revenue growth
  
• Strong understanding of investment markets and financial products
  
• Excellent communication, influencing, and relationship-building skills
  
• Ability to balance commercial targets with exceptional client service and compliance standards
  
• Relevant third-level qualification in business, finance, or a related discipline
  
• Professional qualifications such as QFA, CFP, or equivalent (Registered Representative / Stockbroking qualifications also considered)
  

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• An established professional with a strong local or regional network (advantageous)
  
• Based in, or with strong ties to, the West of Ireland
  
• Commercially astute, client-focused, and highly credible with senior clients
  
• Comfortable operating in a dynamic, relationship-led environment
  
• Collaborative, self-motivated, and committed to long-term client and business success
  
• High ethical standards, strong attention to detail, and excellent digital literacy
  

Skills: Financial Advisory, Pensions, Investments. xcfaprz Protections. QFA, CFP, Wealth Management, Galway