Private Clients Investment Associate

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

Benefits offered by this job

Health and wellness

Flexible working options

Learning and development opportunities

Assisted retirement planning

Job summary

Davy is seeking an Investment Associate for the Private Clients department. You will support relationship management, contribute to financial planning execution, and help identify opportunities across Davy’s services for high-net-worth clients.

You will collaborate with senior staff, maintain client engagement plans, and ensure timely, compliant execution of investment ideas and portfolio reviews. A strong client focus and investment interest are essential.

Qualifications

• Degree or Masters in Business related area.
• 2-3 years industry experience.
• QFA qualification.
• Proficiency in Microsoft Office applications (Excel, Word, PowerPoint).
• CRM proficiency.
• Commitment to learning and continuous development.
• Interest and understanding of investments.
• Strong client focus and service delivery.
• Excellent communication and presentation skills.
• Strong organizational skills and attention to detail.
• Ability to prioritise workload.

Responsibilities

• Work with an Associate Director/Director to develop and execute client relationship plans.
• Identify revenue potential and cross-sell opportunities.
• Review client relationships and align with Investment Strategy.
• Execute engagement plans for advisory relationships with proactive investment ideas.
• Manage MI relating to client relationships.
• Respond promptly to client queries and ensure compliance with regulatory requirements.
• Be an expert contact for Davy’s services and client queries.
• Network with peers at industry events.

Skills

Degree/Masters

CRM

MS Office

Investment interest

Client focus

Communication skills

Attention to detail

Organisation

Workload prioritisation

Education

Degree/Masters in Business

QFA qualification

Tools

CRM

MS Office

Job description

Davy is seeking an Investment Associate for the Private Clients department. You will support relationship management, contribute to financial planning execution, and help identify opportunities across Davy’s services for high-net-worth clients.

You will collaborate with senior staff, maintain client engagement plans, and ensure timely, compliant execution of investment ideas and portfolio reviews. A strong client focus and investment interest are essential.