Client Relationship Manager - Wealth Management

Honeycomb is delighted to be partnering with a growing private Wealth Management company to recruit for a Client Relationship Manager to look after a portfolio of high net worth clients. The role is full time and permanent and offers hybrid / remote working.

The Client

A growing Wealth Management company based in South Dublin, though the role offers the option of hybrid or remote working. The Client are known for their high performing culture and have an excellent reputation on the market.

The Role

The role of client relationship Manager is fundamental to the business ensuring clients feel valued, heard, and supported. The successful applicant will be someone who enjoys variety, thrives on making a difference, embraces a flexible approach and understands the impact of a strong, lasting client relationship. With no hard sales pressure, this person will help grow the business through trust and meaningful connections, ensuring clients feel supported every step of the way.

The successful candidate will have their QFA with at least 3 years' relevant experience. They will be required to identify new sales opportunities, stay on top of industry trends and collaborate with a dedicated team of planners to deliver exceptional financial solutions. No two days are the same, but the impact of this role is lasting.

Key Responsibilities:

1. Build and sustain long-term, meaningful client relationships through regular engagement.
2. Regularly assess client satisfaction through scheduled calls and address concerns promptly.
3. Understand and tailor solutions based on clients' specific needs and goals.
4. Work with internal teams to ensure seamless service and aligned client expectations.
5. Refer upselling opportunities and help create targeted sales strategies aligned with client goals.
6. Create and adapt strategic plans to align with clients' objectives and market changes.
7. Identify new opportunities and offer solutions that add value and deepen client relationships.
8. Resolve client issues quickly while ensuring long-term satisfaction and trust.
9. Track industry trends and competitor activities to improve client strategies and retention.
10. Ensure compliance and maintain detailed client records following industry regulations and firm policies.
11. Support marketing by promoting products and services offered by the company.
12. Deliver a consistent, high level of professional client service with a focus on enhancing the client experience at every interaction.

Essential Criteria

• QFA qualified
• Minimum of 3-5 years of experience in client relationship management, preferably within the financial planning or wealth management industry.

Package

• Salary €50 - €60K depending on skills and experience.
• Group Pension Scheme
• Private Medical Insurance
• Dental
• Death in Service
• Income protection
• 21 days leave

To speak in absolute confidence about this opportunity, please send an up to date CV via the link provided or contact Louise Quinn on louise.q@honeycomb.jobs
If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss. Honeycomb is committed to providing equality of opportunity to all.

** Please note, we are receiving an exceptionally high number of applications and present and will be unable to shortlist candidates who are not meeting the specific requirements for this role. Due to the high volume of applications, we may be unable to provide individual feedback. We thank you in advance for your understanding.