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Client Relationship Manager

Job Seekers Ireland Financial Services Financial Services

Job Summary

  • Dublin
  • Permanent
  • BBBH784421
  • Jun 09, 2021
  • Competitive
Job Description

Client Relationship Manager - Financial Planning There is a unique opportunity on offer with a prestigious private wealth management company in Dublin for a Client Relationship Manager.

The Client Relationship Manager will be joinining a highly skilled team which is experience growth and expansion.

This is an amazing opportunity to build trusting relationships with exclusive clients whilst working closely with a Senior Financial Planning Consultant gaining hands-on experience.

The Client Relationship Manager role is offered on a full time permanent basis, providing excellent opportunities for long term career growth.


  • Managing and servicing an existing portfolio of clients, carrying out annual reviews, discussing changes and/or recommendations
  • Building commercially successful relationships with new and existing clients
  • Carrying out an analysis and review of the portfolios, communicating same to clients
  • Identifying opportunities for enhanced life, pension and investment solutions for this portfolio.


  • Qualified Financial Advisor (QFA) Certified or hold equivalent qualification which satisfies the Minimum Competency Requirements of the Central Bank of Ireland
  • Willingness to pursue the CFP is a distinct advantage
  • Minimum of 2/3 years' in a personal financial services (or wealth management) role in Financial Planning firm or an Insurance Broker
  • Excellent numeracy and analytical skills
  • Previous experience presenting financial plans to clients
  • Excellent life, pension and investments product knowledge (personal, family, business protection, pre and post retirement options)
  • Impeccable communication and writing skills
  • Proven track record of providing a high level of client service/delivery

Morgan McKinley is acting as an Employment Agency in relation to this vacancy.


Consultant Details

Consultant Details

Lauren Gilmore
Lauren Gilmore
  • Team Lead
  • 353 (0) 1 4485601