Financial Advisor

Financial Advisor
Company:

Homestead Property Management Servi



Job Function:

Finance

Details of the offer

Barden is delighted to be partnering with an esteemed Wealth Management Firm based in Dublin. The firm advises and supports a diverse clientele comprising over 200 individuals, families, charities, and pension funds nationwide and we are looking to identify a Private Client Portfolio Manager to embark on a career within the firm.
The ambition is for a tenured finance professional (CFP ideally, QFA can be considered) to join the team who:
Naturally operates in an advisory first manner,Has experience in investment management,Can support the managing partner on key clients, andOver time, can naturally be a part of the growth of the firm.This person will need to be smart, a confident communicator, credible when engaging with high-net-worth individuals and have a good reputation in the broader market.
This opportunity offers flexibility and autonomy, allowing the right person to have a broader impact on the business and have it work with their life. Additionally, this role offers valuable learning experiences, including client acquisition, proposition development, a wide breadth of advisory work, and autonomy in decision-making.
Curious? You should be. Hit apply or contact Jodie Meehan (******) and Jodie and her team will take things from there. Simple.

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Job Function:

Requirements

Financial Advisor
Company:

Homestead Property Management Servi



Job Function:

Finance

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