Private Client Investment Associate

Davy; Dublin; Hybrid; EUR 55,000 - 85,000; Full time

Benefits offered by this job

Hybrid working model

Health and wellbeing program

Pension and retirement planning

Job summary

Davy is seeking an Investment Associate in Private Clients to work with Associate Directors/Directors on client relationships and financial planning execution. You will help identify opportunities to cross-sell services while ensuring service standards and compliance across portfolios.

The role emphasizes strong client focus, communication, and the ability to manage engagement plans and reviews within a hybrid Dublin-based environment.

Qualifications

• Degree or Masters in Business related area.
• QFA qualification.
• Proficient in CRM.
• Strong communication and presentation skills.
• Excellent attention to detail.

Responsibilities

• Work closely with an Associate Director/Director to support the creation and execution of relationship plans and client investment strategies.
• Identify revenue potential and opportunities to cross-sell Davy services.
• Review existing client relationships and assess alignment with Investment Strategy and portfolio management.
• Execute engagement plans for advisory relationships with proactive contact and structured reviews.
• Manage MI reporting related to client relationships.
• Respond promptly to client queries and ensure compliance with regulatory standards.
• Be recognised as an expert and inspire confidence in Davy's services.

Skills

Strong communication

Presentation skills

Client focus

Organisational skills

Prioritisation

Education

Bachelor's/Master's in Business-related area

QFA qualification

Tools

CRM

Microsoft Office

Job description

Davy is seeking an Investment Associate in Private Clients to work with Associate Directors/Directors on client relationships and financial planning execution. You will help identify opportunities to cross-sell services while ensuring service standards and compliance across portfolios.

The role emphasizes strong client focus, communication, and the ability to manage engagement plans and reviews within a hybrid Dublin-based environment.