Private Wealth Adviser

Davy; Galway; Hybrid; EUR 65,000 - 90,000; Full time

Benefits offered by this job

Health and Wellbeing

Flexible working options

Flexible benefits allowance

Learning and development opportunities

Assisted retirement planning

Hybrid working model

Job summary

Davy in Ireland is seeking a Private Client Adviser to support high-net-worth clients with bespoke financial planning, investments, pensions and protection solutions. You will build trusted relationships and convert referrals into new business through expert advisory conversations.

The role requires a strong client focus, excellent knowledge of financial markets and a collaborative approach. You will work in a hybrid environment, partnering with internal teams and external partners to deliver

Qualifications

• Degree or Masters level qualification in a business, accounting, law, engineering or related discipline.
• QFA qualification essential.
• CFP qualification preferred or commitment to achieving CFP status.
• ACCA or CTA qualifications would be beneficial.

Responsibilities

• Build trusted relationships with clients and understand their financial objectives and long-term goals.
• Convert referral opportunities into new business through effective advice conversations and relationship management.
• Deliver holistic financial advice across investments, pensions, retirement and protection solutions.
• Provide clear, compliant financial advice and develop tailored financial plans using Davy's digital platform.
• Maintain a strong pipeline of prospective clients through referrals and lead generation.
• Collaborate with internal and external partners to maximise referral opportunities and deliver joined-up client outcomes.
• Direct and manage colleagues involved in complex processes to ensure successful client delivery.
• Make informed decisions with consideration of longer-term implications for clients and business.
• Ensure activities comply with regulatory requirements and Davy's Risk Management Framework.

Skills

Client focus

Regulatory knowledge

Relationship building

Initiative

Team player

Communication of complex concepts

Education

Degree/Master in business, accounting, law, engineering or related

QFA qualification essential

CFP qualification preferred

ACCA/CTA beneficial

Job description

Davy in Ireland is seeking a Private Client Adviser to support high-net-worth clients with bespoke financial planning, investments, pensions and protection solutions. You will build trusted relationships and convert referrals into new business through expert advisory conversations.

The role requires a strong client focus, excellent knowledge of financial markets and a collaborative approach. You will work in a hybrid environment, partnering with internal teams and external partners to deliver