Private Client Investment Advisor - HNWI

Darwin Hawkins

Dublin

On-site

EUR 60,000 - 90,000

Full time

37 hours ago
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Job summary

Darwin Hawkins in Dublin seeks an experienced Private Client Investment Advisor to manage relationships with a portfolio of high-net-worth clients. You will analyse markets, discuss investment themes and deliver tailored solutions to help clients achieve their financial goals.

Reporting into the Client Relationship team, you will engage with internal teams, provide proactive service, and develop long-term client relationships through clear, confident communication and a client-centric approach.

Qualifications

  • 3+ years of experience working with private clients within financial services.
  • Strong understanding of financial markets, investments and broader economic developments.
  • Experience building and managing long-term client relationships.
  • Ability to communicate complex financial concepts clearly and engagingly.
  • Strong interpersonal and stakeholder management skills.
  • Positive, client-focused approach with a genuine interest in helping clients achieve their financial goals.
  • QFA/CFP qualification or working towards.

Responsibilities

  • Develop and maintain long-term relationships with a portfolio of private clients.
  • Communicate market developments, investment themes and broader economic trends to clients.
  • Act as a key point of contact between clients and internal teams.
  • Deliver a consistently high level of service through proactive engagement and communication.
  • Build trust and credibility with clients while supporting long-term retention initiatives.
  • Maintain a strong understanding of financial markets, investment solutions and industry developments.

Skills

Private client experience
Markets knowledge
Relationship management
Communication of complex concepts
Interpersonal skills
Client-focused approach
QFA/CFP in progress

Education

QFA/CFP qualification or in progress

Job description

Job Title: Private Client Investment Advisor - HNWI
Location: Dublin
Our Client

Our client is a leading international financial services organisation with a growing presence across Europe. Due to continued expansion, they are seeking to appoint a Private Client Investment Advisor to join their Dublin-based team.

Why should you apply?

This is an excellent opportunity to join a highly successful international business in a client-facing role with significant exposure to financial markets, investments and relationship management.

The role offers the opportunity to work closely with a portfolio of sophisticated private clients, developing long-term relationships while building expertise across investment solutions, market developments and portfolio-related discussions. This position will suit an ambitious financial services professional looking to take the next step in their career within a growing and dynamic environment.

Who should apply?

This role will suit candidates currently working within Wealth Management, Private Banking, Investment Management, Financial Advisory or Relationship Management functions.

  • 3+ years' experience working with private clients within financial services
  • Strong understanding of financial markets, investments and broader economic developments
  • Experience building and managing long-term client relationships
  • Ability to communicate complex financial concepts in a clear and engaging manner
  • Strong interpersonal and stakeholder management skills
  • Positive, client-focused approach with a genuine interest in helping clients achieve their financial goals
  • QFA/CFP qualification or working towards
Role and Reporting Lines

Reporting into the Client Relationship team, responsibilities will include:

  • Client Relationship Management – Develop and maintain long-term relationships with a portfolio of private clients
  • Market Discussions – Communicate market developments, investment themes and broader economic trends to clients
  • Stakeholder Engagement – Act as a key point of contact between clients and internal teams
  • Client Service Excellence – Deliver a consistently high level of service through proactive engagement and communication
  • Relationship Development – Build trust and credibility with clients while supporting long-term retention initiatives
  • Market Awareness – Maintain a strong understanding of financial markets, investment solutions and industry developments
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