Investment Associate

Davy; Ireland; On-site; EUR 55,000 - 85,000; Full time

Benefits offered by this job

Health and wellness

Flexible working options

Learning and development opportunities

Assisted retirement planning

Job summary

Davy is seeking an Investment Associate for the Private Clients department. You will support relationship management, contribute to financial planning execution, and help identify opportunities across Davy’s services for high-net-worth clients.

You will collaborate with senior staff, maintain client engagement plans, and ensure timely, compliant execution of investment ideas and portfolio reviews. A strong client focus and investment interest are essential.

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 learning and continuous development.
• Interest and understanding of investments.
• Strong client focus and service delivery.
• Excellent communication and presentation skills.
• Strong organizational skills and attention to detail.
• Ability to prioritise workload.

Responsibilities

• Work with an Associate Director/Director to develop and execute client relationship plans.
• Identify revenue potential and cross-sell opportunities.
• Review client relationships and align with Investment Strategy.
• Execute engagement plans for advisory relationships with proactive investment ideas.
• Manage MI relating to client relationships.
• Respond promptly to client queries and ensure compliance with regulatory requirements.
• Be an expert contact for Davy’s services and client queries.
• Network with peers at industry events.

Skills

Degree/Masters

CRM

MS Office

Investment interest

Client focus

Communication skills

Attention to detail

Organisation

Workload prioritisation

Education

Degree/Masters in Business

QFA qualification

Tools

CRM

MS Office

Job description

About us

At Davy, it’s the unique talents of all our people that have been the foundations of our success for 100 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, providing a 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. of a team of over 900, you will be encouraged to learn and to grow, both professionally and personally.

An opportunity has arisen for an Investment Associate within the Private Clients department at Davy. The successful candidate will:

About the role

• Work closely with an Associate Director/Director:
• Assist in the creation and execution of relationship plans for each client relating to the implementation of their financial plan, adherence with service standards which lead to the development of long-term client relationships;
• Identify revenue potential and opportunities to cross-sell Davy services;
• Review existing client relationships, and in line with Investment Strategy, analyse whether the relationships are categorised correctly and therefore managed appropriately;
• Execute a engagement plan for each advisory relationship to ensure they receive proactive, relevant and appropriate contact, investment ideas and recommendations and structured portfolio reviews;
• Manage MI relating to client relationships;
• Deal promptly and efficiently with client queries;
• Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Davy’s Risk Management Framework and internal Policies and Policy Standards;
• Be recognised as an expert and influential contact for Davy’s services and in relation to client queries;
• Network with peers at industry events.
• Comply with the Risk and Compliance frameworks, policies and procedures associated with the role

About you

• Degree or Masters in Business related area;
• 2-3 years industry experience;
• QFA qualification;
• A high degree of proficiency in Microsoft Office applications, particularly Excel, Word and PowerPoint;
• Proficient in CRM;
• A commitment to further education and continuous learning;
• Demonstrable interest and understanding of investments;
• A strong client focus, to ensure effective service delivery;
• Strong communication and presentation skills;
• Excellent attention to detail;
• Excellent organisational skills;
• An ability to prioritise own workload.

The position set out above is defined as a “Controlled Function (CF)” role, namely CF3, CF4, CF10.under Section 20 of the Central Bank Reform Act 2010 and Schedule 1 of the Regulations (S.I. No. 437 of 2011) as amended. In accordance with Section 21 of the Central Bank Reform Act 2010 and the Fitness and Probity Standards 2014, any offer of employment is conditional upon you demonstrating that you meet the Fitness & Probity requirements, applicable to this position. The role is also subject to the Minimum Competency Code and therefore there is a requirement to hold, or be willing to take the APA (Regulation & Investment) or (Pensions) or Registered Stockbroker or QFA exams.

What we offer

At Davy, our people are our biggest investment. In today’s fast-moving world, we know it’s important to feel secure and empowered. That’s why 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 to assisted retirement planning.

Health and Wellbeing

Psychological safety, emotional wellbeing and 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 competitive remuneration package to include salary, bonus, pension and a host of additional benefits to protect you and your family when it matters most.

Growth and Development

Our award-winning L&D 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 you don’t meet all of the 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 to participate in the interview process. If you require any 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 is required, 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.