A leading financial services firm is making a key senior hire to their wealth management team. This is a unique senior leadership role, combining client management and significant commercial responsibility.



Location: Cork City Centre

Level: Director

Sector: Wealth Management / Financial Services



The Opportunity



You will be responsible for:

• Growing the regional Wealth Management business through new client acquisition, revenue growth and assets under management


• Managing and developing relationships with HNW and UHNW clients, including entrepreneurs, business owners and families


• Identifying new market opportunities and contributing to the wider regional growth strategy


• Working collaboratively across Wealth Management, Investment Management, Financial Planning and Corporate Finance to deliver holistic client solutions


• Building strong relationships with professional advisors, centres of influence and the wider business community


• Leading, coaching and developing a high-performing team of Senior Wealth Advisors and Wealth Management professionals


• Acting as a senior ambassador for the business across Cork and Munster
  
  About You
  
  We're looking for someone with:


• 10-15+ years' experience in Wealth Management, Private Banking, Investment Advisory or Financial Planning


• A strong track record of commercial growth, client acquisition and asset generation


• Extensive experience advising HNW/UHNW clients, particularly business owners, entrepreneurs and family groups


• Proven experience leading and developing client-facing teams


• A strong professional network across Cork/Munster and the credibility to represent a business at a senior level


• QFA qualification (with CFP or equivalent qualifications highly advantageous)


• Strong commercial judgement, client focus and regulatory awareness
  
  This would suit an established Wealth Management Director, Senior Wealth Advisor, Private Banking leader or senior investment/financial planning professional looking to take ownership of a regional franchise and play a key role in its continued growth.
  
  If you're interested in exploring the opportunity confidentially, or know someone who could be a strong fit, feel free to get in touch.

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