Portfolio Manager

Walfrid Private; Dublin; On-site; EUR 70,000 - 110,000; Full time

Benefits offered by this job

Pension Fund

Group Life Assurance

Commission

Job summary

Walfrid Private Limited in Ireland seeks a Portfolio Manager to manage and develop long-term relationships with high-net-worth clients, aligning strategies with personal and business needs.

You will collaborate with planning, investment and client support teams, conduct annual reviews, and ensure compliance while growing the advisory book.

Qualifications

• Minimum 3 years experience in a brokerage environment, ideally client-facing.
• Strong knowledge of pension, protection and investment products available in Ireland.
• Experience working with high-net-worth clients.
• Must have completed QFA.
• Strong interest in long-term financial planning and relationship-based advice.
• Ability to communicate complex ideas clearly and thoughtfully.
• Professional, client-first mindset with high ethical standards.
• Collaborative approach and comfort with structured planning processes.

Responsibilities

• Manage an established portfolio of high-net-worth clients.
• Conduct annual and periodic client reviews, ensuring strategies remain relevant and effective.
• Provide clear, considered financial planning advice across investments, pensions, protection, and broader wealth planning.
• Build trusted, long-term client relationships through consistent engagement and high professional standards.
• Work collaboratively with internal planning, investment, and client support teams.
• Maintain accurate records and ensure ongoing regulatory and compliance standards are met.
• Contribute to the ongoing refinement of Walfrid Private’s advisory processes and client experience.

Skills

Financial Advisor

Financial Planning

Portfolio Management

Client Service

Education

QFA

Job description

About Walfrid

Walfrid Private is a growing wealth management firm working with Irish company directors, business owners, and entrepreneurs nationwide. Our focus is on delivering high-quality, long-term financial planning built on trust, clarity, and strong client relationships. As we continue to expand our advisory team, we are looking to add a Portfolio Manager to the team to work with an established portfolio of high-net-worth clients, a long with managing a newly acquired book of business and contribute to the continued development of our advisory offering.

The Role

You will be responsible for managing and developing long-term relationships with high-net-worth individuals, ensuring their financial strategies remain aligned with their evolving personal and business circumstances.

Key Responsibilities

• Manage an established portfolio of high-net-worth clients
• Conduct annual and periodic client reviews, ensuring strategies remain relevant and effective
• Provide clear, considered financial planning advice across investments, pensions, protection, and broader wealth planning
• Build trusted, long-term client relationships through consistent engagement and high professional standards
• Work collaboratively with internal planning, investment, and client support teams
• Maintain accurate records and ensure ongoing regulatory and compliance standards are met
• Contribute to the ongoing refinement of Walfrid Privates advisory processes and client experience

About You

• A minimum of 3 years experience working in a brokerage environment ideally in a client facing role
• Strong knowledge of pension, protection and investment products available on the Irish market
• Experience working with high-net-worth clients
• Must have completed QFA
• A strong interest in long-term financial planning and relationship-based advice
• The ability to communicate complex ideas clearly and thoughtfully
• A professional, client-first mindset with high ethical standards
• A collaborative approach and comfort working within structured planning processes

Skills

Financial Advisor Financial Planning Portfolio Management Client Service

Benefits

• Pension Fund Group Life Assurance Commission