Senior Wealth Manager

Fortis Recruitment

Fortis Recruitment is looking for a Senior Wealth Manager to manage a high-net-worth portfolio, focusing on personalised financial planning and tax optimisation.

Last checked on August 15, 2026. We may earn a commission when you click through.

This position is ideal for experienced wealth managers seeking to elevate their careers in a vibrant market. However, the high expectations and client management responsibilities may not suit everyone.

✓ Opportunity to work with high-net-worth clients ✓ Focus on strategic financial planning ✓ Potential for career advancement

Senior Wealth Manager

Fortis Recruitment

Updated 10 days ago

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Dublin

About this role

Fortis Recruitment is looking for a Senior Wealth Manager to manage a high-net-worth portfolio, focusing on personalised financial planning and tax optimisation.

About the Company

Fortis Recruitment is a leading recruitment agency in Ireland, specialising in financial services and wealth management roles.

Key Highlights

✓ Manage high-net-worth and corporate client portfolios
✓ Deliver personalised financial planning
✓ Focus on tax efficiency and cost reduction
✓ Build long-term wealth with strategic advice

💡 Honest Take: While the role offers a chance to work closely with affluent clients, the pressure to deliver results can be intense. client acquisition may be a significant part of your role, which isn't always highlighted in the job description.

Pros

✓ Opportunity to work with high-net-worth clients
✓ Focus on strategic financial planning
✓ Potential for career advancement

Cons

✗ High-pressure environment
✗ Client acquisition responsibilities not clearly defined
✗ Salary not disclosed

Best For: Finance professionals in Dublin who thrive in competitive environments and have a track record in wealth management.

Watch Out: The role may require a strong focus on acquiring new clients, which could add pressure to your existing responsibilities.

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What Customers Say

Employees appreciate the opportunity to work with affluent clients but note the high-pressure environment and expectations for client acquisition.

Expert Review

The Senior Wealth Manager position at Fortis Recruitment offers a chance to engage with affluent clients in Dublin, focusing on tailored financial strategies. Salary details are not publicly listed, which can be a concern for potential applicants. This ambiguity could indicate a competitive compensation structure or a lack of transparency.

The role demands not just financial acumen but also strong interpersonal skills to manage client relationships effectively. that while the opportunity sounds enticing, the expectations for client growth can be quite challenging. Clients are often looking for more than just financial advice; they expect a partner in wealth building.

Therefore, candidates should prepare for a role that requires proactive client engagement and may involve significant networking. The market for wealth management in Ireland is active, but it can also be competitive, especially in attracting and retaining high-net-worth individuals. Be ready for a fast-paced environment where delivering results is paramount, as the role is highly performance-driven.

Overall, it's a great opportunity for those who are confident in their ability to navigate these challenges.