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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in Private Client environments, with a strong focus on building and managing relationships within the wealth management sector. Possesses a deep understanding of international private wealth structuring and the ability to identify and pursue business opportunities effectively.
Highest-signal resume keywords
Private Client ExperienceWealth Management ExpertiseActive Network of CSPsBusiness Development SkillsMultilingual Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Private Wealth StructuringBusiness DevelopmentClient Relationship ManagementMarket Intelligence GatheringSales Strategy Development
Soft Skills
CredibilityDiscretionEnergySelf-StarterTrustworthiness
Industry Keywords
CSPFiduciariesFamily OfficesWealth ManagersPrivate Banks
About the role
Key responsibilities & impact- Open doors, build trust, and turn relationships into a real pipeline.
- Develop business among CSPs, fiduciaries, (multi) family offices, wealth managers and advisers.
- Bring clients and partners to Solance and own the relationships thereafter.
- Own the Private Client niche and shape its brand.
- Build and run the Private Client business with founder-like freedom.
- Determine where business opportunities are and pursue them.
- Act as Solance’s market representative and provide client feedback to improve the product.
- Work closely with the CEO.
- Build a team as sales justify it.
- Travel constantly to meet clients and partners.
- Attend the Dublin office regularly and share market intelligence with the team.
Requirements
What you’ll need- Eight to ten years’ experience in a Private Client environment (CSP, advisory, banking), ideally across more than one firm.
- Genuine specialisation in, or strong exposure to, private clients and wealth.
- Active network of CSPs, fiduciaries, introducers, advisers and bankers.
- Skilled in structuring, substance and how international private wealth is organised.
- Builder's mentality: hungry, self-starting, eager to run your own shop.
- International, and preferably multilingual. (English is a must)
- Credible, discreet, and easy to trust in a room full of advisers and/or principals.
- Energy and ability to get things done.
- Willingness to travel constantly and attend the Dublin office regularly.
- Experience working with private banks and wealth managers.
- Understanding of how and why corporate structures are created and what substance means in practice.
Benefits
Comp & perks- Competitive package
- Bonuses tied to what you actually bring in
- Real ownership of your client book
- Room to grow a team as your sales justify it
- Freedom to build the Private Client business and its brand from the ground up
- Close collaboration with the CEO
- Opportunity to become a recognised name in the market
- Flexible choice of base location
- Regular Dublin office access and travel opportunities