Client Relationship Manager - Osborne
Job Summary
  • Dublin
  • Permanent
  • 20th September 2023
  • €60,000
  • Ref ID: #38540

Job Description

  • Location: Sandyford, Dublin
  • Type: Permanent
  • Job #38540
  • Salary: €60,000

Client Relationship Manager

Our client is a leading employee benefit consultancy and private wealth management firm with over 30 years of experience who has established itself as a trusted advisor in the financial services industry. With €10 billion in assets under administration and advice, they manage occupational pension schemes for over 300 large corporates and 600 SMEs. Additionally, they provide wealth management services to more than 3,000 private clients.

Salary & Benefits: 

  • Location: Sandyford, Dublin
  • Job Type: Full-time/ Permanent
  • Salary: €60,000 DOE

Job Description: 

  • We are seeking a self-motivated and driven individual to join our clients team as a Client Relationship Manager. As a Client Relationship Manager, you will play a key role in maintaining and developing strong relationships with their clients. Your performance and rewards will be based on your ability to deliver exceptional client service and build lasting relationships.


  • Manage and service commercially successful relationships with new and existing clients.
  • Communicate regular reviews and analysis to a specified portfolio of clients.
  • Identify opportunities for enhanced life, pension, and investment solutions for the client portfolio.
  • Handle new referrals and leads from various sources.
  • Develop your own network to generate new business opportunities for the company.

Qualifications and Skills:

  • QFA Certified or equivalent qualification satisfying the Minimum Competency Requirements of the Central Bank of Ireland.
  • Excellent numeric ability and a keen attention to detail.
  • Strong verbal and written communication skills.
  • Excellent interpersonal skills to build trusting relationships with clients, including business owners, senior executives, self-employed individuals, and employees.
  • Demonstrated organizational, scheduling, and capacity management abilities.
  • Keen interest in financial services and a comprehensive understanding of products available in the Irish market for personal, family, and business protection, as well as pre- and post-retirement planning needs.
  • Minimum of 2-3 years' experience in a personal financial services or wealth management role in an Insurance Broker or Financial Planning firm.


  • Competitive salary and performance-based rewards.
  • Comprehensive benefits package, including health insurance and retirement plans.
  • Continuous professional development opportunities.
  • Collaborative and supportive work environment.
For more information please apply through the link provided for the attention of David Wood or call Osborne Recruitment on 01 638 4400 
If you are interested in finding out more about the above role and would like to be considered for this or other suitable roles that we may have available for your skill set – please attach your CV via the link provided. Please submit your updated CV in Word Format
If you are living in Ireland and hold a VALID WORK PERMIT, we would love to hear from you, if however, you do not hold a valid work permit unfortunately we will not be in a position to assist you with your job search.  
Osborne are proud to be an Equal Opportunity Employer.

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    Job Summary
    • Dublin
    • Permanent
    • Nov 17, 2022
    • Competitive
    • Ref ID: 123456