Private Client Adviser — Hybrid & Growth Focus

Davy; Dublin; Hybrid; EUR 40.000 - 65.000; Vollzeit

Benefits dieser Stelle

Health insurance

Hybrid working

Zusammenfassung

Davy in Ireland is seeking an Assistant Private Client Adviser to work with an Associate Director/Director to develop and execute client relationship plans and investment ideas.

You will identify revenue opportunities, review client portfolios, and ensure compliance with the Risk Management Framework and regulatory requirements. The role offers a structured development path within a supportive, hybrid working environment and opportunities to advance in private client services.

Qualifikationen

• Degree or Masters in Business related area.
• 2-3 years industry experience.
• QFA qualification preferable.
• Proficient 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.

Aufgaben

• Working 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.
• Identifying 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.
• Managing 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.
• Ability to network with peers at industry events.
• Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.
• May suit recently qualified Accountants/Tax graduates.

Kenntnisse

CRM proficiency

Excel

Communication skills

Client focus

Ausbildung

Degree or Masters in Business related area

QFA qualification preferable

Tools

CRM software

Microsoft Office

Jobbeschreibung

Davy in Ireland is seeking an Assistant Private Client Adviser to work with an Associate Director/Director to develop and execute client relationship plans and investment ideas.

You will identify revenue opportunities, review client portfolios, and ensure compliance with the Risk Management Framework and regulatory requirements. The role offers a structured development path within a supportive, hybrid working environment and opportunities to advance in private client services.