Senior Client Adviser, Wealth Operations

Davy Group; Dublin; Hybrid; EUR 45,000 - 65,000; Full time

Benefits offered by this job

Health and wellness benefits

Flexible working options

Learning and development opportunities

Competitive remuneration package

Job summary

Davy Group in Dublin is seeking a Client Adviser for its Wealth Operations team. You will manage a portfolio of clients, ensuring top-tier service and effective communication of investment recommendations.

The ideal candidate must have a degree in a relevant field and experience in financial services. You'll also possess strong customer relations skills and be proficient in MS Office applications.

Join Davy Group, where we support your professional growth with a competitive remuneration package and a diverse workplace culture.

Qualifications

• Degree or Master's in a Business-related field.
• One of QFA/APA/Certificate in Stockbroking required.
• Financial services experience preferred.
• Exceptional customer relations and interpersonal skills.
• Good investment knowledge and understanding of market conditions.

Responsibilities

• Act as the first point of contact for clients.
• Maintain client engagement and manage portfolios.
• Prepare client reporting packages for meetings.
• Communicate investment recommendations to clients.

Skills

Customer relations

Investment knowledge

Communication skills

Administration skills

Education

Degree or Masters in Business related area

QFA/APA/Certificate in Stockbroking

Tools

MS Word

Excel

Outlook

PowerPoint

Job description

Davy Group in Dublin is seeking a Client Adviser for its Wealth Operations team. You will manage a portfolio of clients, ensuring top-tier service and effective communication of investment recommendations.

The ideal candidate must have a degree in a relevant field and experience in financial services. You'll also possess strong customer relations skills and be proficient in MS Office applications.

Join Davy Group, where we support your professional growth with a competitive remuneration package and a diverse workplace culture.