Wealth Planner - 100% (m/f/d)
View Job
- Company Julius Baer Group - View more jobs
- SalaryCompetitive
- LocationDublin, Ireland
- Job TypePermanent
Your primary focus will be on delivering wealth planning expertise to private clients residing in Ireland. YOUR CHALLENGE Provide strategic wealth planning guidance to RMs and their clients, actively coordinating the wealth planning process by leveraging internal and external experts as needed.
Implement suitable solutions, such as private insurance, private trusts, private foundations or private companies in collaboration with internal and external providers.
Serve as a subject matter specialist in client-facing interactions, following the JB Advisory Process which includes fact-finding, analysis...
2 days ago from: eFinancialCareers.ie
View JobRefine your search
- Filter by Job Title
- Accommodation Supervisor (2)
- Assistant Project Manager (1)
- Healthcare Assistant Ennis (1)
- Healthcare Assistant Kildysart (1)
- Healthcare Assistant North Clare (1)
- Filter by Location
- Limerick (7)
- Ennis (1)
- Killadysert (1)
- Lehinch (1)
- Shannon (1)
Related Job Offers
Healthcare Assistant Ennis
Bluebird Care Clare - Ennis, County Clare, IE
The purpose of this role is to support our clients with all aspects of their day-to-day living. You will provide care in the client's...
Accommodation Supervisor
Absolute Hotel - Limerick
The Absolute Hotel Accommodation Supervisor will work closely with and report directly to the Accommodation Manager and Assistant Manager...
Assistant Project Manager
Gaia Talent - Mayo, Sligo, Dublin, Limerick, Galway City
We are seeking an enthusiastic Assistant Project Manager to support an Environment & Planning team. This role involves assisting the...
Assistant Store Manager - Crescent, Limerick
Three Ireland - Limerick
Join us as an Assistant Store Manager Our Assistant Managers have a passion for people & technology and are committed to helping our...
Home Support Worker - Limerick
Comfort Keepers Homecare Ireland - Limerick, County Limerick, IE
Your day starts with a visit to a client who has recently been feeling quite isolated and emotionally vulnerable due to limited mobility...