Private Client Adviser - Hybrid Wealth Planning & Growth

Davy; Cork; Hybrid; EUR 60,000 - 90,000; Full time

Job summary

Davy in Ireland is seeking a Private Client Adviser to join our wealth management team. You will work with a diverse portfolio of individuals, families and corporates, delivering bespoke financial planning-led investment, pension and protection journeys.

As a trusted advisor you will build enduring client relationships, convert referrals into new business, and ensure compliant, clear financial recommendations using our digital platform and CRM tools.

Qualifications

• Degree or Masters in business, accounting, law, engineering or related discipline.

Responsibilities

• Build trusted relationships with clients, understanding their objectives, circumstances and long-term goals.

Education

Degree or Masters in business, accounting, law, engineering or related discipline

QFA qualification essential

CFP qualification preferred or willing to achieve CFP status

Additional qualifications such as CFA, ACCA or CTA are advantageous

Strong client focus and commitment to delivering Quality financial advice

Commitment to ongoing professional development

Solid understanding of financial planning across investments, retirement and protection

Expert knowledge of financial markets and investments

Excellent knowledge of regulatory frameworks and compliance

Self-motivated team player with leadership and collaborative skills

Ability to establish wealth management client relationships and manage risk

Job description

Davy in Ireland is seeking a Private Client Adviser to join our wealth management team. You will work with a diverse portfolio of individuals, families and corporates, delivering bespoke financial planning-led investment, pension and protection journeys.

As a trusted advisor you will build enduring client relationships, convert referrals into new business, and ensure compliant, clear financial recommendations using our digital platform and CRM tools.