Private Client Adviser

Davy; Dublin; Hybrid; EUR 70,000 - 110,000; Full time

Job summary

Davy is seeking a Private Client Adviser within Wealth Operations (Davy Select). The role focuses on servicing a CST client base, delivering investment recommendations, and ensuring regulatory compliance.

You will manage portfolios, coordinate with risk and compliance, and prepare client reporting. The ideal candidate has a business degree plus relevant certifications, strong communication skills, and a collaborative, detail-oriented mindset.

Qualifications

• Degree or Masters in Business or related field.
• Certification in Stockbroking (QFA/APA) or equivalent is required.
• Financial services experience is essential.
• Exceptional customer relations and interpersonal skills.
• Strong investment knowledge and understanding of market conditions.

Responsibilities

• Perform as a Private Client Adviser for the Client Servicing Team (CST).
• Be the first point of contact for CST clients and prospective clients.
• Undertake Client Suitability obligations as part of ongoing regulatory assessments.
• Engage with Risk, Compliance & Legal Teams to ensure appropriate client engagement.
• Provide support to CST with key project deliverables.
• Oversee and implement trades on client portfolios and manage ongoing portfolio activity.
• Collaborate with various Davy units to address client queries and ensure account compliance.
• Communicate investment recommendations and associated documentation to clients.
• Prepare client reporting packages and analysis for meetings.
• Follow up on meeting actions and document minutes.

Skills

Customer service

Interpersonal skills

Communication

Organizational skills

Teamwork

MS Office

Education

Degree or Masters in Business

QFA/APA/Stockbroking certificate

Tools

MS Excel

PowerPoint

Outlook

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.

About The Role

An exciting opportunity has opened up within Wealth Operations within the Davy Select Division. In the role, the successful candidate will:

• Perform as a Private Client Adviser for Client Servicing Team ("CST").
• Be responsible 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.
• Proactively engage with Risk, Compliance & Legal Teams to ensure appropriate client engagement.
• Provide support to wider Client Servicing Team ("CST") with key project deliverables.
• Perform 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.
• Communicate investment recommendations to clients, including all relevant documentation associated with the advice.
• Prepare client reporting packages and analysis for client meetings;
• Manage follow up activities from client meetings; completion of minutes of meetings and monitoring completion of tasks.
• Liaise with Tax Advisers, Solicitors, Brokers and Life Offices on behalf of servicing our clients.

Requirements

About you

We are looking for somebody who 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 addition 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.

Benefits

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.