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Client Relationship Manager

Client Relationship Manager

Job description

About Your New Employer:

Specialises in employee benefit consultancy and private wealth management and has over 30 years’ experience advising companies and personal investors.

The Group manages occupational pension schemes on behalf of over 300 large corporates and 600 SMEs.  In total, the firm has over 70,000 members in corporate pension schemes and in addition, advises more than 3,000 private clients in relation to wealth management.  

About Your New Role:

The role will require a self-motivated and driven individual who is capable of working on their own initiative and who wishes their performance and reward to be measured on their standard of client relationships and service excellence.

  • Managing and servicing commercially successful relationships with new & existing clients.
  • Communicating reviews and analysis of these to a specified portfolio of clients.
  • Identifying opportunities for enhanced life, pension and investment solutions for this client portfolio.
  • Handling new referrals and leads that come to the business from various sources.
  • Developing own network to generate new business opportunities for the business.

Who You Are:

  • QFA Certified or hold equivalent qualification which satisfies the Minimum Competency Requirements of the Central Bank of Ireland.
  • The ability to relate to and build a trusting relationship with clients (business owners, senior executives, self-employed and employees).
  • Have spent a minimum of 2/3 years’ in a personal financial services (or wealth management) role in an Insurance Broker or Financial Planning firm. 
  • A keen interest in all matters relating to Financial Services.
  • Have extensive knowledge of the products available in the Irish market to address personal, family and business protection and pre- and post-retirement planning needs.

Whats Next

Apply now by clicking the “Apply Now" button or call me, Rebecca O'Neill on 01-4744618 or e-mail me on

Or if the job isn’t quite right but you are looking for something similar, please get in touch.

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