Senior 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

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.