Hybrid Private Clients Investment Associate

Davy; Galway; Hybride; EUR 55 000 - 75 000; Plein temps

Résumé du poste

Davy is hiring an Investment Associate in the Private Clients department. The role involves working with leadership to implement client financial plans, develop relationships, and identify opportunities to cross-sell Davy services.

You will review existing client portfolios and provide proactive investment ideas and portfolio reviews. The successful candidate will have 2–3 years of industry experience, a QFA qualification, and strong MS Office and CRM skills.

Qualifications

• Degree or Masters in Business related area.
• 2–3 years industry experience.
• QFA qualification.
• Proficiency in Microsoft Office applications (Excel, Word, PowerPoint).
• CRM proficiency.
• Commitment to continuous learning.

Responsabilités

• Work with Associate Director/Director to implement relationship plans and financial plans.
• Identify revenue potential and cross-sell Davy services.
• Review client relationships and assess alignment with Investment Strategy.
• Execute engagement plans for advisory relationships with portfolio reviews and investment ideas.
• Manage management information relating to client relationships.
• Respond promptly to client queries.
• Ensure compliance with regulatory requirements and internal policies.
• Be recognised as an expert contact for Davy services and network with peers.

Connaissances

Client focus

Communication skills

Presentation skills

Attention to detail

Formation

Degree or Masters in business

QFA qualification

Outils

CRM

Excel

PowerPoint

Word

Description du poste

Davy is hiring an Investment Associate in the Private Clients department. The role involves working with leadership to implement client financial plans, develop relationships, and identify opportunities to cross-sell Davy services.

You will review existing client portfolios and provide proactive investment ideas and portfolio reviews. The successful candidate will have 2–3 years of industry experience, a QFA qualification, and strong MS Office and CRM skills.