Affluent Private Wealth Adviser (Hybrid | Digital Planning)

Davy; Galway; Híbrido; EUR 70.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid working model

Health and wellbeing programs

Pension

Professional development

Descripción de la vacante

Davy is seeking an Affluent Private Client Adviser to join our nationwide private client team. You will work with a diverse portfolio of affluent clients, delivering bespoke financial planning and investment advice using our digital tools and client portals.

The role emphasizes building long-term relationships, managing about 300 clients, and collaborating across product, technology, and operations to scale the advisory model, while ensuring compliance with regulatory requirements.

Formación

• Degree or Masters in business, finance, economics, accounting, law, engineering or related discipline.
• QFA qualification essential.
• CFP qualification preferred or pursuing.
• CFA or other recognised qualifications considered.
• Must fulfil Minimum Competency Code requirements.

Responsabilidades

• Build trusted relationships with affluent clients and understand their objectives and long-term goals.
• Convert referrals into new business through effective conversations and relationship management.
• Deliver holistic financial advice across investments, pensions, retirement and protection solutions.
• Develop and present financial plans using Davy's digital planning platform and client engagement tools.
• Manage a portfolio of approximately 300 clients with proactive service and advice.

Conocimientos

Financial planning

Wealth management

Relationship management

Client advisory

Educación

Degree or Masters in business/finance/economics/law

QFA qualification essential

CFP preferred

CFA or other qualifications

Minimum Competency Code compliance

Herramientas

CRM platforms

Digital planning tools

Client portals

Descripción del empleo

Davy is seeking an Affluent Private Client Adviser to join our nationwide private client team. You will work with a diverse portfolio of affluent clients, delivering bespoke financial planning and investment advice using our digital tools and client portals.

The role emphasizes building long-term relationships, managing about 300 clients, and collaborating across product, technology, and operations to scale the advisory model, while ensuring compliance with regulatory requirements.