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Client Relationship Manager


Dublin, Cork


Wealth Management

Job ID


Job Type



Salary Dependent on Experience

Job Description

Client Relationship Manager | Wealth Management

Discover an exciting career opportunity as a Client Relationship Manager, joining a prestigious wealth management company based in Ireland. In this role, you will be at the forefront, delivering tailored Wealth Management solutions and guidance to a specific portfolio of clients, while cultivating commercial relationships with both existing and new clients.

This position provides the flexibility of working in a hybrid capacity, allowing you to operate virtually and from offices in Dublin or Cork.


  • Qualified Financial Advisor (QFA) certification is essential for this role.

  • Minimum of 2 to 3 years of experience in a personal financial services or wealth management role within an Insurance Broker or Financial Planning firm.

  • Extensive knowledge of the products available in the Irish market to address personal, family, and business protection, as well as pre- and post-retirement planning needs.

  • Excellent numeric abilities and a meticulous attention to detail.

  • Demonstrate proficiency in both verbal and written communication, delivering concise and exceptional standards.

  • Possess a keen interest in all aspects of Financial Services.

Please apply or reach out to Jean Moran to arrange a confidential discussion

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