Hybrid Private Client Adviser Associate

Davy; Dublin; Hybrid; EUR 60,000 - 80,000; Full time

Benefits offered by this job

Health and Wellbeing

Hybrid working model

Learning and development opportunities

Job summary

Davy in Ireland seeks an Assistant Private Client Adviser to support relationship management for high-net-worth clients. You will work closely with senior staff to implement financial plans, identify cross-sell opportunities, and ensure adherence to service standards.

The role requires 2–3 years of industry experience, a degree or masters in business, and a preference for QFA. Proficiency in Excel and CRM is essential, with a strong client focus and excellent communication skills.

Qualifications

• Degree or Masters in Business related area.
• 2–3 years industry experience.
• QFA qualification preferable.
• Proficient in Microsoft Office applications (Excel, Word, PowerPoint).
• Proficient in CRM.
• Strong client focus and communication skills.
• Demonstrable interest and understanding of investments.
• Excellent attention to detail and organisational skills.
• Ability to prioritise own workload.

Responsibilities

• Assist in creation and execution of relationship plans for each client relating to the implementation of their financial plan.
• Identify revenue potential and opportunities to cross-sell Davy services.
• Review existing client relationships and ensure proper categorisation per Investment Strategy.
• Execute engagement plan for advisory relationships with investment ideas and reviews.
• Manage MI relating to client relationships.
• Deal promptly with client queries.
• Ensure activities comply with regulatory requirements and risk framework.
• Be recognised as an expert contact for Davy's services.

Skills

Client focus

Communication

Presentation skills

Attention to detail

Organisational skills

Prioritisation

Education

Degree in Business

Masters in Business

Tools

CRM

Excel

Job description

Davy in Ireland seeks an Assistant Private Client Adviser to support relationship management for high-net-worth clients. You will work closely with senior staff to implement financial plans, identify cross-sell opportunities, and ensure adherence to service standards.

The role requires 2–3 years of industry experience, a degree or masters in business, and a preference for QFA. Proficiency in Excel and CRM is essential, with a strong client focus and excellent communication skills.