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Investment relationship manager

Dublin
Quest Recruitment
Relationship manager
Posted: 13 June
Offer description

Dublin | Wealth Management | Client-Focused Advisory Role
Are you looking to develop a long-term career within wealth management and investment services? Do you enjoy building trusted client relationships and helping individuals navigate financial markets with confidence? If so, this could be an excellent opportunity to join a growing international investment organisation with a strong reputation for client service and investment expertise.
We are seeking an Investment Relationship Manager to work closely with high-net-worth clients, providing ongoing support, market insights, and guidance around investment strategies. This is a relationship-led role where you will become a trusted point of contact for clients, helping them understand market developments and the rationale behind portfolio decisions.
You'll join a collaborative and supportive environment that offers extensive professional development, continuous learning, and the opportunity to deepen your expertise across financial markets and investment management.
Key Responsibilities

Develop and maintain strong, long-term relationships with a portfolio of high-net-worth clients.
Deliver an exceptional client experience through regular communication and proactive engagement.
Act as a key liaison between clients and internal investment, research, trading, and operational teams.
Keep clients informed of market developments, investment strategy updates, and portfolio activity.
Provide clear and confident explanations of financial concepts and investment decisions.
Manage a substantial portfolio of client assets while ensuring the highest standards of service and professionalism.
Continue developing your knowledge of investment markets through ongoing training and development programmes.

About You

At least two years' experience working with private clients within wealth management, financial planning, private banking, or a related financial services environment.
A professional financial qualification (such as QFA) is desirable, or a willingness to work towards one.
Strong understanding of investment markets, economic trends, and financial products.
Excellent communication skills with the ability to explain complex information in a clear and engaging manner.
Naturally relationship-focused, with a genuine commitment to delivering outstanding client outcomes.
Empathetic, resilient, and able to support clients through changing market conditions.

What's on Offer

The opportunity to build a specialist career within investment management.
Comprehensive training and professional development.
Exposure to global financial markets and investment strategies.
A supportive and collaborative team culture.
Competitive salary and benefits package.

If you're passionate about investments, enjoy working directly with clients, and want to be part of a growing and ambitious organisation, we'd love to hear from you. Apply today or contact us for a confidential discussion about the opportunity.
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