Private Client Advisor, Wealth Management

Davy; Dublin; Hybrid; EUR 50,000 - 70,000; Full time

Benefits offered by this job

Hybrid working model

Health & wellbeing programmes

Employee Assistance Programme (EAP)

Learning and development opportunities

Pension plan

Job summary

Davy is seeking a Private Client Adviser to work closely with senior leaders and clients to implement financial plans, manage relationships, and identify cross-sell opportunities. The role emphasizes compliance, proactive client contact, and delivering investment ideas and portfolio reviews.

Ideal candidates will have a degree in business, 2–3 years of industry experience, and preferably a QFA. A strong client focus and excellent communication skills are essential in a hybrid Dublin-based

Qualifications

• Degree or Masters in Business related area.
• 2–3 years industry experience.
• QFA qualification preferable.
• Proficient in Excel, Word and PowerPoint.
• CRM proficiency and client-focused approach.
• Strong communication and presentation skills.

Responsibilities

• Assist in creating and executing relationship plans for clients.
• Identify revenue potential and cross-sell Davy services.
• Review existing client relationships and align with Investment Strategy.
• Engage with advisory relationships to deliver contact, ideas and portfolio reviews.
• Ensure compliance with regulatory requirements and internal policies.

Skills

CRM proficiency

Excel

PowerPoint

Client relationship

Communication skills

Education

Degree or Masters in Business

QFA qualification (preferred)

Tools

None

Job description

Davy is seeking a Private Client Adviser to work closely with senior leaders and clients to implement financial plans, manage relationships, and identify cross-sell opportunities. The role emphasizes compliance, proactive client contact, and delivering investment ideas and portfolio reviews.

Ideal candidates will have a degree in business, 2–3 years of industry experience, and preferably a QFA. A strong client focus and excellent communication skills are essential in a hybrid Dublin-based