Investment Relationship Manager
Are you passionate about investments and enjoy building trusted relationships with clients? We are partnering with a growing investment management organisation that is seeking an experienced Investment Relationship Manager to support and advise high-net-worth individuals across Ireland.
This is an opportunity to move away from business development targets and focus on what you do best: delivering a first-class client experience, providing investment guidance, and helping clients make informed financial decisions.
The Role
As a key point of contact for a portfolio of established clients, you will develop long-term relationships and act as a trusted adviser throughout their investment journey. Working closely with investment, research and operations teams, you will ensure clients remain informed, engaged and confident in their financial plans.
What You’ll Be Doing
- Manage and develop relationships with a portfolio of high-net-worth clients
- Discuss portfolio performance, market developments and investment strategy in a clear and engaging manner
- Act as the primary contact for client queries and ongoing service needs
- Communicate investment recommendations and market updates proactively
- Collaborate with portfolio management, research and operational teams to deliver a seamless client experience
- Build deep knowledge of financial markets and investment solutions
- Maintain the highest standards of professionalism, client care and regulatory compliance
What We’re Looking For
- Experience working with affluent, private banking or wealth management clients
- Strong understanding of investments, financial markets and portfolio management concepts
- QFA qualified or actively working towards qualification is highly desirable
- Excellent communication and relationship-building skills
- Ability to explain complex financial topics in a simple, client-friendly manner
- Professional, empathetic and client-focused approach
- A genuine interest in helping clients achieve their long-term financial goals
What’s On Offer
- Established client relationships provided from day one
- Extensive investment and markets training
- Clear long-term career progression opportunities
- Collaborative and supportive team environment
- Competitive salary and benefits package
- Opportunity to build expertise within a respected international investment business
If you’re currently working in wealth management, private banking, investment services or financial advisory support and are looking for a role focused on relationship management rather than sales generation, we’d love to hear from you.
