Investment Relationship Manager

Engage People Recruitment; Dublin; On-site; EUR 90,000 - 130,000; Full time

Benefits offered by this job

Competitive salary and benefits

Job summary

Engage People Recruitment is seeking an Investment Relationship Manager to support high-net-worth clients across Ireland. You will provide investment guidance, build trusted relationships and help clients make informed financial decisions.

As the primary point of contact, you will work with investment, research and operations teams to ensure clients stay informed and confident in their financial plans, delivering a first-class client experience.

Qualifications

• Experience working with affluent, private banking or wealth management clients.
• Strong understanding of investments, financial markets and portfolio management concepts.
• Excellent communication and relationship-building skills.

Responsibilities

• Manage and develop relationships with a portfolio of high‑net‑worth clients.
• Discuss portfolio performance, market developments and investment strategy.
• 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 operations teams to deliver a seamless client experience.
• Build deep knowledge of financial markets and investment solutions.
• Maintain high standards of professionalism and regulatory compliance.

Skills

Affluent clients experience

Investment knowledge

Relationship management

Communication skills

Client advisory

Education

QFA qualification

Job description

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.