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Senior Relationship Manager

  • Location:


  • Sector:

    Corporate Finance & Private Equity

  • Job type:


  • Salary:

    €70000.00 - €80000 per annum

  • Contact:

    James O'Donnell

  • Contact email:

  • Job ref:


  • Published:

    9 months ago

  • Expiry date:


Are you a highly motivated and experienced professional seeking a rewarding opportunity in the rapidly growing funds sector? Look no further! Phoenix are representing a leading Irish player in the funds sector, a tech-focused investment platform that is 100% Irish owned and operated.
With an ambitious plan to expand their market penetration within the financial planning and broking footprint in the wider Munster region, they are currently seeking a dynamic Senior Relationship Manager to join their team.

  • Develop and nurture strong relationships with key clients, including financial planning firms, brokers, and investment companies.
  • Drive distribution of fund inflows through active relationship management of new and existing clients.
  • Present and communicate effectively to potential clients, showcasing the value and benefits of the company's investment products and services.
  • Provide expert advice on investment products and their distribution, demonstrating a comprehensive understanding of the industry.
  • Collaborate with internal teams to ensure a seamless client experience and meet client expectations.
  • Stay up-to-date with industry trends, regulations, and market developments, applying this knowledge to drive business growth and deliver exceptional service.


  • Qualified Financial Advisor (QFA) status and Certified Financial Planner (CFP) qualification is essential.
  • Proven track record of success in the investment sector, gained from either a financial planning/ broking or investment environment.
  • Excellent communication and presentation skills, with the ability to engage and influence key stakeholders.
  • Strong understanding of investment products, their operations, and distribution channels.
  • Self-starter with a proactive approach to business development and client relationship management.
  • Ability to thrive in a fast-paced, rapidly growing organisation and adapt to changing market conditions.
  • A passion for the funds sector and a drive to make a significant impact on the company's growth.

Why Join:
Be part of a rapidly growing, tech-focused investment management company.
Join a team of dedicated professionals with a passion for the funds sector.
Work with a 100% Irish owned and operated organisation, contributing to the growth of the wider Munster region.
Competitive salary and benefits package, including performance-based incentives.
Opportunity for career advancement and professional development.
If you are a motivated, CFP-qualified professional with a strong background in the investment sector, this is an exceptional opportunity to join a leading Irish player in the funds sector. Apply today by submitting your CV and a cover letter detailing your relevant experience and why you are the ideal candidate for this role.