About Walfrid PrivateWalfrid Private is a growing wealth management firm working with Irish company directors, business owners, and entrepreneurs nationwide. 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 and contribute to the continued development of our advisory offering.The RoleYou 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.The emphasis is on thoughtful planning, continuity, and professional judgement, not product pushing or high-pressure sales targets. You'll be supported by a strong broker support team, structured planning processes, and senior input where required, allowing you to focus on delivering excellent client outcomes.Key ResponsibilitiesManage an established portfolio of high-net-worth clientsConduct annual and periodic client reviews, ensuring strategies remain relevant and effectiveProvide clear, considered financial planning advice across investments, pensions, protection, and broader wealth planningBuild trusted, long-term client relationships through consistent engagement and high professional standardsWork collaboratively with internal planning, investment, and client support teamsMaintain accurate records and ensure ongoing regulatory and compliance standards are metContribute to the ongoing refinement of Walfrid Private's advisory processes and client experienceAbout YouA minimum of 3 years' experience working in a brokerage environment ideally in a client facing roleStrong knowledge of pension, protection and investment products available on the Irish marketExperience working with high-net-worth clientsMust have completed QFAA strong interest in long-term financial planning and relationship-based adviceThe ability to communicate complex ideas clearly and thoughtfullyA professional, client-first mindset with high ethical standardsA collaborative approach and comfort working within structured planning processes