QFA Relationship Manager

Role Description


•Build a sustainable Private Banking presence and deliver ambitious portfolio growth with a focus on building AUM.
• The successful candidate will be required to develop and build a HNW portfolio from inception leveraging external market network to focus on investment sales and advice.
• Through the provision of quality advice and customer service, the Relationship Manager should generate significant wealth income and generate new / retain existing business.
• Provide a comprehensive level of strategic financial advice across the breath of personal financial considerations in line with a goal based planning ethos.
• Undertake in-depth analysis of lending proposals sufficient to ensure well-informed lending decisions in support of a growing and profitable business.
• Build and maintain strong relationships by being proactive in all dealings with customers and staff to ensure all stakeholders are aligned, supportive and fully understand the Private Banking treatment strategy.


  • Minimum of 5 years proven track record in a customer relationship management role with a strong track record in investment sales. 
  • Excellent interpersonal skills.
  • Full QFA qualification or a relevant business qualification and/or Certified Financial Planner or equivalent qualification is desirable for the role.
  • Build and maintain a portfolio of HNW customers to grow/retain assets under management and generate wealth income through the provision of excellent advice and customer service.
  • Proven and demonstrable investment advisory experience.

To hear more please contact Cara Mullan on 015005920 or email your CV into cara.mullan@cpl.ie 

Back to Top