Private Clients Relationship Manager

Fortis Recruitment; Dublin; On-site; EUR 90,000 - 150,000; Full time

Benefits offered by this job

Bonus structure

Full benefits package

Direct involvement with growing client

Job summary

Fortis Recruitment in Ireland is seeking a Senior Wealth Manager / Financial Planner to join their private clients team, delivering tailored, compliant financial planning for high-net-worth and corporate clients. You will conduct reviews, design bespoke plans, and help clients optimise tax efficiency and long-term wealth.

The role is client-facing and requires a QFA qualification as a minimum; CFP, RPA or SIA are highly advantageous.

Qualifications

• QFA qualification is a minimum requirement.
• CFP/RPA/SIA are advantageous for the role.
• 5+ years of wealth management or financial planning experience required.
• Strong communication skills with high-net-worth clients essential.
• Excellent analytical ability and attention to detail in financial advisory services.

Responsibilities

• Conduct comprehensive financial reviews to understand client objectives and priorities.
• Design and implement bespoke financial plans aligned to client goals.
• Provide holistic advice across retirement, estate planning and protection.
• Stay updated on market trends, regulations, and tax developments.
• Build long-term client relationships with regular reviews and clear communication.
• Collaborate with internal teams to deliver a cohesive client experience.
• Ensure all recommendations comply with regulatory and ethical standards.

Skills

Client communication

Analytical ability

Team player

Organisational skills

Regulatory/compliance awareness

Education

QFA qualification

CFP

RPA

SIA

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