Investment Counsellor

Wealth Management Dublin

We are partnering with a global investment management firm that is expanding its European hub in Dublin. This firm is committed to providing professional portfolio management services to high-net-worth private clients and they are looking to add a QFA-qualified Investment Counsellor to their growing team.

The Top 3 Things to Know About This Role

1. QFA Qualification is Required

This role requires you to have or be working towards QFA (Qualified Financial Adviser) certification. The QFA qualification ensures youre well-versed in Irish financial regulations and client suitability.

2. Client-Focused Not Sales

You will not be involved in direct sales or cold calling. This is a relationship management role focused on client education and service. You will manage long-term relationships with high-net-worth clients and help them understand their investments.

3. Investment Strategy is Managed Centrally

You will not be making investment decisions. The firms central Investment Policy Committee manages the portfolios. Your role is to explain investment strategies to clients and keep them informed about market developments.

The Role

As an Investment Counsellor you will be the main point of contact for clients once their portfolios are established. Your job is to ensure clients feel confident in their investments and continue to receive outstanding service.

Your responsibilities include:

• Speaking regularly with high-net-worth clients

• Explaining how their portfolios are performing

• Providing updates on market changes and strategy

• Building long-term relationships focused on trust and service

Day-to-Day Responsibilities

• Manage relationships with high-net-worth clients in Ireland

• Provide educational support about the firms investment strategy and market movements

• Act as a liaison between clients and internal investment teams

• Maintain a high level of client satisfaction ensuring clients are informed and confident in their investments

• Participate in ongoing training to keep developing your investment knowledge

About You

• QFA qualification required

• 2 years experience working with high-net-worth clients in wealth management private banking or investment advisory

• Comfortable explaining complex financial concepts clearly and confidently

• Strong communicator who enjoys building long-term trust-based relationships

• Based in Dublin or willing to relocate to Dublin

Why Consider This Opportunity

• Join a reputable global investment firm with a strong presence in Europe

• Be part of a growing Dublin hub with excellent career progression opportunities

• Competitive base salary and a strong benefits package

• Work in a non-sales relationship-driven role

• Ongoing training to develop your investment expertise

Location & Working Model

This is a Dublin-based office role. Initially the role will be fully in-office to facilitate training and integration. Hybrid working options may be available after a period of performance and tenure.