Private Client Advisor, Wealth Management

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

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.