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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 xyswxtq 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
TPBN1_IJ
Sprachkenntnisse
- English
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