Private Client Investment Associate

Davy; Dublin; Hybrid; EUR 55,000 - 75,000; Full time

Job summary

Davy in Dublin invites an Investment Associate to join the Private Clients team. You will work closely with senior directors to implement financial plans, drive client engagement, and build long-term relationships.

The role requires 2–3 years' industry experience, QFA qualification, and proficiency in Excel, PowerPoint and CRM. You will analyse investments, present ideas, and ensure compliance with regulatory standards while delivering excellent client service.

Qualifications

• Degree or Masters in Business related area required.
• 2-3 years industry experience expected.
• QFA qualification preferred.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint) and CRM.
• Strong client focus and communication skills.

Responsibilities

• Assist in creating and executing relationship plans for each client relating to the implementation of their financial plan.
• Identify revenue potential and opportunities to cross-sell Davy services.
• Review existing client relationships per Investment Strategy to ensure proper categorisation and management.
• Execute engagement plans to provide proactive investment ideas and structured portfolio reviews.
• Manage MI relating to client relationships.
• Deal promptly with client queries while maintaining compliance with regulatory requirements.
• Be recognised as an expert contact for Davy's services and network with peers at industry events.

Skills

Relationship management

Client focus

Communication skills

Presentation skills

Attention to detail

Organisational skills

Prioritisation

Learning mindset

Interest in investments

Proactivity

Education

Degree or Masters in Business related area

Tools

CRM

Microsoft Office

Excel

Word

PowerPoint

Job description

Davy in Dublin invites an Investment Associate to join the Private Clients team. You will work closely with senior directors to implement financial plans, drive client engagement, and build long-term relationships.

The role requires 2–3 years' industry experience, QFA qualification, and proficiency in Excel, PowerPoint and CRM. You will analyse investments, present ideas, and ensure compliance with regulatory standards while delivering excellent client service.