Private Clients Relationship Manager

Fortis Recruitment; Dublin; On-site; EUR 90,000 - 140,000; Full time

Benefits offered by this job

Bonus program

Benefits package

Job summary

Fortis Recruitment seeks an experienced Senior Wealth Manager / Financial Planner to join its private clients team in Dublin, delivering tailored financial advice to high-net-worth and corporate clients for long-term wealth growth.

You will conduct comprehensive reviews, design bespoke plans, and guide clients across retirement, estate planning and protection, while staying compliant and up-to-date with market trends.

Qualifications

• QFA qualification at minimum; CFP, RPA or SIA advantageous.
• 5+ years' experience in wealth management or financial planning.
• Excellent communication skills with high-net-worth clients.
• Strong analytical ability and ability to simplify complex concepts.
• Highly organised with ability to manage varied client workload.
• Collaborative team player attitude.

Responsibilities

• Conduct comprehensive financial reviews to understand client objectives.
• Design and implement bespoke financial plans aligned to goals.
• Provide advice across retirement, estate planning, protection and tax efficiency.
• Stay updated with market trends, legislation and economic developments.
• Build and maintain long-term client relationships with regular reviews.
• Collaborate with internal teams to ensure holistic client experience.
• Ensure all advice meets regulatory and ethical standards.

Skills

Client advisory

Relationship management

Financial analysis

Communication skills

Education

QFA qualification

CFP/RPA/SIA advantageous

Job description

Location: Dublin | Sector: Wealth Management

The Company

A growing, well-established wealth management firm with a strong presence in Dublin. As the business continues to expand, they're looking to appoint an experienced Senior Wealth Manager / Financial Planner to work closely with their private clients team, servicing a portfolio of high-net-worth and corporate clients with long-term, strategic financial advice.

This is a firm building for the next stage of its growth, and this hire is central to that plan.

The Job

A client-facing advisory role focused on delivering high-quality, personalised financial planning. You'll act as a trusted adviser, helping clients reduce costs, optimise tax efficiency, and build sustainable long-term wealth through well-structured, compliant advice.

Key Responsibilities

• Conduct comprehensive financial reviews to fully understand client objectives, challenges, and priorities
• Design and implement bespoke financial plans aligned to each client's short-, medium-, and long-term goals
• Provide advice across a broad range of financial planning areas, tailored to individual client needs
• Stay up to date with market trends, legislative changes, and economic developments impacting clients
• Build and maintain long-term client relationships through clear communication and regular reviews
• Work collaboratively with internal teams to ensure a joined-up, holistic client experience
• Ensure all advice and recommendations meet regulatory, compliance, and ethical standards

The Person

A client-centric, motivated adviser who enjoys building long-term relationships and helping clients achieve financial security and independence. Strong technical grounding and comfortable delivering fully tailored advice across:

• Retirement and pensions
• Estate and succession planning
• Protection solutions

Requirements

• QFA qualification as a minimum; CFP, RPA or SIA highly advantageous
• 5+ years' experience in wealth management or financial planning
• Excellent communication skills with the ability to build trust and rapport with HNW clients
• Strong analytical capability, with the confidence to simplify complex concepts for clients
• Highly organised, detail-oriented, and comfortable managing a varied client workload
• A collaborative mindset and a genuine team-player attitude

The Offer

A permanent, full-time role with clear, genuine progression opportunities for the right individual, in a firm actively growing its private client business.

• Clearly set out, achievable bonus structure
• A full suite of benefits
• Direct involvement in a growing HNW client book with real scope to shape how it develops

Happy where you are but still curious? If you'd simply like to know what comp, benefits and support other firms are currently offering wealth managers at your level, I'd be glad to have a confidential chat and share some market insight. No pressure, just information.