About Walfrid Private
Walfrid 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 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.
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 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 Private's 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 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