Manage and grow a portfolio of consumer banking customers by providing tailored financial solutions and wealth management advice.
Compensation
We offer a competitive salary and benefits package
Responsibilities
Manage and grow a portfolio of consumer banking customers by providing tailored financial solutions and wealth management advice.
Acquire new customers and deepen existing relationships through proactive relationship management and financial planning services.
Promote and cross-sell a comprehensive range of financial products, including wealth, investment, and insurance solutions, to meet customers' financial goals.
Achieve individual sales and business targets while maintaining high standards of service quality.
Ensure strict compliance with all regulatory requirements, operational risk guidelines, and internal bank policies.
Requirements
Bachelor’s degree or equivalent professional qualification in a relevant field.
We offer a competitive salary and benefits package
Responsibilities
Manage and grow a portfolio of consumer banking customers by providing tailored financial solutions and wealth management advice.
Acquire new customers and deepen existing relationships through proactive relationship management and financial planning services.
Promote and cross-sell a comprehensive range of financial products, including wealth, investment, and insurance solutions, to meet customers' financial goals.
Achieve individual sales and business targets while maintaining high standards of service quality.
Ensure strict compliance with all regulatory requirements, operational risk guidelines, and internal bank policies.
Requirements
Bachelor’s degree or equivalent professional qualification in a relevant field.
Senior Relationship Manager responsible for managing and growing relationships with Ultra High Net Worth families, providing comprehensive wealth management solutions.
Responsibilities
Develop and maintain strong, trusted relationships with UHNW families
Conduct comprehensive financial needs analyses
Formulate and implement customized wealth management solutions
Present and communicate complex financial concepts
Monitor client portfolios and recommend strategic adjustments
Requirements
Bachelor's Degree in Finance, Banking, Business Administration, Economics, Accounting, or a related discipline
Lead the management of the State's assets, liabilities, contractual rights and obligations arising from the State’s divestments of energy and port assets.
Compensation
Remuneration: $154,231 - $178,369; plus, Superannuation and Leave Loading
Responsibilities
You will provide expert legal, commercial, financial and strategic advice on complex matters involving property law, indemnity claims against the State and contractual obligations under leases and transaction documents relating to privatised and leased assets.
You will build and maintain effective relationships with private sector counterparties in energy and port industries, government agencies and other key stakeholders.
You will protect the State's interests under existing contractual arrangements with private sector counterparties through effective contract management, stakeholder engagement, commercial negotiation, dispute resolution, governance oversight and proactive management of commercial, operational and financial risks.
Own full-cycle sales from prospecting to close, educate and guide customers, build and manage a high-quality pipeline, partner with product and operations, use data to optimize performance and conversion.
Responsibilities
Own full-cycle sales from prospecting to close
Educate and guide customers through a complex, emotional process
Build and manage a high-quality pipeline
Partner with product and operations to improve the customer journey
LearnLux is looking for a Wealth Advisor located in Ireland to join our team on a contractor basis to work directly with employees, focusing on high-net-worth (HNW) clients navigating complex wealth.
Responsibilities
Meet and engage with clients remotely over video, chat, and email to give guidance on topics like budgeting, retirement readiness, equity compensation, and more
Advise high net worth (HNW) clients on complex topics like concentrated stock positions, cross-border tax exposure, and wealth transfer planning
Advise on and adapt the LearnLux methodology to financial planning topics relevant in Ireland
Participate in regular team meetings to bring your subject matter expertise to improve the LearnLux digital experience
Become an expert on our client's benefit plans so you can act as an extension of their team during benefit enrollment
Manage and grow a portfolio of consumer banking customers by providing tailored financial solutions and wealth management advice.
Compensation
We offer a competitive salary and benefits package
Responsibilities
Manage and grow a portfolio of consumer banking customers by providing tailored financial solutions and wealth management advice.
Acquire new customers and deepen existing relationships through proactive relationship management and financial planning services.
Promote and cross-sell a comprehensive range of financial products, including wealth, investment, and insurance solutions, to meet customers' financial goals.
Achieve individual sales and business targets while maintaining high standards of service quality.
Ensure strict compliance with all regulatory requirements, operational risk guidelines, and internal bank policies.
Requirements
Bachelor’s degree or equivalent professional qualification in a relevant field.
Lead commercial and transaction activities for greenfield renewable energy projects, managing joint ventures, M&A, deal structuring, and negotiations.
Responsibilities
Manage workstreams for joint venture/partnership, investments or acquisitions, deal structuring, due diligence, transaction documentation, project finance, and equity sell-downs or divestments
Develop and manage financial models and project assumptions
Support negotiations and drafting of agreements and contracts
Manage engagement and negotiations with potential offtakers regarding PPAs and oversee competitive bidding processes
Prepare PowerPoint presentations, analysis, internal memos and papers for internal discussion, reporting to and approval of CIP's senior management and governance bodies
Associate DirectormyCareer - NSW Government · Sydney, Australia
Financial Advisor, IrelandLearnLux · Remote, Ireland
Financial Advisorelevatepartners · Drogheda, Ireland