Investment Advisor

A well-established international investment management firm is continuing to grow its private client business in Ireland and is seeking to hire an Investment Advisor to join its Dublin-based team.

This is a client-facing role focused on managing and developing long-term relationships with high-net-worth individuals, providing ongoing guidance, support and education around investment portfolios and market developments.

The Opportunity

You will manage a portfolio of high-net-worth clients, acting as their primary point of contact and trusted advisor.

Working closely with internal investment and research teams, you will be responsible for:

• Building and maintaining strong, long-term client relationships


• Communicating portfolio performance, investment strategy and market updates


• Explaining asset allocation decisions and economic developments in a clear and accessible way


• Supporting clients through different market cycles and maintaining confidence in long-term strategies


• Acting as a conduit between clients and internal teams, ensuring a high standard of service delivery

Investment decisions are made centrally by a dedicated investment team, allowing you to focus on client engagement and relationship management.

What We’re Looking For

We are keen to speak with individuals who have experience working with private clients in a financial services environment.

Typical backgrounds may include

• Stockbroking


• Private banking

You will ideally have

• Experience dealing directly with high-net-worth individuals


• A strong understanding of financial markets and investment principles


• The ability to communicate complex investment concepts clearly


• A relationship-focused approach with a high level of professionalism


• A genuine interest in markets and client outcomes

QFA qualification (or working towards it) is required.

• Strong emphasis on work-life balance and autonomy


• Collaborative team environment with ongoing training and development


• Clear progression opportunities based on individual strengths and interests

Compensation

• Performance-related bonus linked to client engagement and retention

Why Consider This Role?

This is an excellent opportunity for someone looking to build a long-term career in investment advisory within a stable, client-focused environment.

The role offers the chance to work closely with high-net-worth clients, deepen your investment expertise, and develop as a trusted advisor without the pressure of a traditional sales-driven role.

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