Hybrid Investment Associate, Private Wealth & Growth

Davy; Cork; Hybrid; EUR 60,000 - 85,000; Full time

Job summary

Davy in Cork is seeking an Investment Associate for its Private Clients team. The role involves collaborating with senior leadership to shape client relationships, implement financial plans, and identify opportunities to grow revenues through cross-selling of Davy services.

You will support engagement plans, portfolio reviews, and ensure compliance while maintaining high levels of client service and professional growth within a hybrid work model.

Qualifications

• Degree or Masters in Business related area.
• 2-3 years industry experience.
• QFA qualification.
• Proficient in Microsoft Office applications (Excel, Word, PowerPoint).
• Proficient in CRM systems.
• Commitment to continuous learning and development.
• Demonstrable interest and understanding of investments.
• Strong client focus and service delivery orientation.
• Excellent communication and presentation skills.
• Excellent attention to detail and organisational skills.
• Ability to prioritise own workload.

Responsibilities

• Work closely with a Senior Director / Head of Regional Wealth.
• Assist in creating and executing relationship plans for each client.
• Identify revenue potential and opportunities to cross-sell Davy services.
• Review existing client relationships and align with Investment Strategy.
• Execute engagement plans for advisory relationships and provide portfolio reviews.
• Manage management information relating to client relationships.
• Address client queries promptly and efficiently.
• Ensure activities comply with regulatory requirements and policies.
• Be recognised as an expert contact for Davy's services.
• Network with peers at industry events.

Skills

Strong communication skills

Presentation skills

Attention to detail

Organisational skills

Prioritisation

Education

Bachelor's or Master's in Business related area

QFA qualification

Tools

Microsoft Excel

Microsoft Word

PowerPoint

CRM

Job description

Davy in Cork is seeking an Investment Associate for its Private Clients team. The role involves collaborating with senior leadership to shape client relationships, implement financial plans, and identify opportunities to grow revenues through cross-selling of Davy services.

You will support engagement plans, portfolio reviews, and ensure compliance while maintaining high levels of client service and professional growth within a hybrid work model.