Client Adviser - Senior Associate

Davy Group; Dublin; On-site; EUR 45,000 - 65,000; Full time

Benefits offered by this job

Health and wellness benefits

Flexible working options

Learning and development opportunities

Competitive remuneration package

Job summary

Davy Group in Dublin is seeking a Client Adviser for its Wealth Operations team. You will manage a portfolio of clients, ensuring top-tier service and effective communication of investment recommendations.

The ideal candidate must have a degree in a relevant field and experience in financial services. You'll also possess strong customer relations skills and be proficient in MS Office applications.

Join Davy Group, where we support your professional growth with a competitive remuneration package and a diverse workplace culture.

Qualifications

• Degree or Master's in a Business-related field.
• One of QFA/APA/Certificate in Stockbroking required.
• Financial services experience preferred.
• Exceptional customer relations and interpersonal skills.
• Good investment knowledge and understanding of market conditions.

Responsibilities

• Act as the first point of contact for clients.
• Maintain client engagement and manage portfolios.
• Prepare client reporting packages for meetings.
• Communicate investment recommendations to clients.

Skills

Customer relations

Investment knowledge

Communication skills

Administration skills

Education

Degree or Masters in Business related area

QFA/APA/Certificate in Stockbroking

Tools

MS Word

Excel

Outlook

PowerPoint

Job description

About us

At Davy,it’sthe unique talents of all our people that have been the foundations of our success for100 years. As we continue to grow, so do you. Because you are not just part of our team – you are a key player in shaping our future.

At Davy, you are the difference.

Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland,providinga broad range of services to high-net-worth individuals, self-directed investors, small-to-medium enterprises, credit unions, corporations, and domestic & international institutional investors.

Our culture is shaped around three values, which are at the heart of everything we do: client success, one Davy, and building a proud legacy. Sharing the same goals, we work together to deliver exceptional outcomes for our clients. As part of a team of over 900, you will be encouraged to learn and to grow, both professionally and personally.

About the role

An exciting opportunity hasopened upwithin Wealth Operations within the Davy Select Division. In the role, the successful candidate will:

• Client Adviser for Client Servicing Team (“CST”).
• Responsibility for Client Servicing Team (“CST”) client base, acting as a professional first point of contact for clients and prospective clients.
• Undertake Client Suitability obligations as part of regulatory ongoing suitability assessment.
• Proactive & Ongoing engagement with Risk, Compliance & Legal Teams to ensure appropriate client engagement.
• Providing support to wider Client Servicing Team (“CST”) with key project deliverables.
• Ongoing portfolio management, oversight and implementation of trades on client portfolios;
• Engage with various Davy business units including portfolio construction and investment selection teams to address client queries, ensure account compliance and communicate asset or portfolio changes.
• Communication of investment recommendations to clients, including all relevant documentation associated with the advice.
• Prepare client reporting packages and analysis for client meetings;
• Management of follow up activities from client meetings; completion of minutes of meetings and monitoring completion of tasks.
• Liaising with Tax Advisers, Solicitors, Brokers and Life Offices on behalf of servicing our clients.

About you

We are looking for somebodywho has the following background and skills:

• Degree or Masters in Business related area;
• One of QFA/APA/Certificate in Stockbroking required;
• Financial services experience;
• Exceptional customer relations and interpersonal skills;
• Good investment knowledge and understanding of market conditions in additional to economic outlook
• Excellent oral and written communications skills are required;
• Strong general administration skills and a high level of proficiency in MS Word, Excel, Outlook and PowerPoint;
• Must be well organised, accurate in compiling financial data and attentive to detail;
• An ability to work effectively as part of a team.

The position set out above is defined in the Fitness & Probity Standards issued by the Central Bank of Ireland (“Fitness & Probity Standards”) as a “Controlled Function (CF)”, namely CF3, CF4, CF10. Therefore there is a requirement to hold, or be willing to take one of the following exams: APA (Regulation & Investment) or Registered Stockbroker or QFA and since function relates to Pensions: APA (Pensions). In compliance with the Fitness and Probity Standards applicable to your position, any offer of employment is conditional upon you demonstrating that you meet the Fitness & Probity Standards.

What we offer

At Davy, our people are our biggest investment. In today’s fast-moving world, we knowit’simportant to feel secure and empowered.That’swhy Davy benefits support you through all of life’s stages, offering health and wellness, flexible working options, flexible benefits allowance, learning and development opportunities, through toassistedretirement planning.

Health and Wellbeing

Psychological safety, emotionalwellbeingand support are a priority at Davy. We offer a comprehensive Employee Assistance Programme (EAP) and mental health first aid. Our Sports & Social teams promote physical wellbeing and social connection.

Reward and Recognition

We offer a competitiveremunerationpackage to include salary, bonus,pensionand a host ofadditionalbenefits to protect you and your family when it matters most.

Growth and Development

Our award-winning L&DS function supports you and your growth at Davy. We offer a comprehensive range of professional and personal development opportunities. Our culture supports learning, and we encourage you to explore more at Davy.

Positive Workplace

Our workplace is inclusive, diverse, and offers everyone a sense of belonging. We are flexible and continue to support a hybrid working model. You will get to be your best at Davy.

Values and Culture

Exceptional client outcomes delivered by a world class team, underpinned by our core Davy values – One Team, Client Success, and Proud Legacy.

Important Information

Davy is an equal opportunities employer, committed to fostering an inclusive and diverse workplace. We value diversity in both background and experience, and even if youdon’tmeetall ofthe requirements outlined in the job description, we still encourage you to apply. We review all applications received. As part of our commitment to creating an accessible environment, we want to ensure that everyone has an equal opportunity toparticipatein the interview process. If yourequireany reasonable accommodations, please let us know, and we will do our best to make the necessary arrangements.

Appointment to this role is subject to the candidate's eligibility to work in Ireland.

Where agency assistance isrequired, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to us by recruitment agencies will not be accepted for this role.

Davy Group is a member of the Bank of Ireland Group.