Wealth Advisor for Affluent Clients — Hybrid & Tech-Enabled

Davy; Cork; Hybrid; EUR 65,000 - 95,000; Full time

Benefits offered by this job

Health and wellness benefits

Flexible working options

Hybrid working model

Learning and development opportunities

Pension

Job summary

Davy, Ireland’s leading wealth management firm, seeks an Affluent Private Client Adviser to deliver bespoke financial planning and advice to affluent clients through a technology-enabled platform. You will engage with clients, manage portfolios, and build a scalable advisory business in a dynamic environment.

The role operates within a controlled function framework (CF3/CF4/CF10), with a focus on compliance, client outcomes and business development.

Qualifications

• Degree or Masters in business, finance, economics, accounting, law, engineering or related discipline.
• QFA qualification essential.
• CFP qualification preferred or commitment to CFP status.
• CFA or other recognised financial planning qualifications considered.
• Satisfactory fulfilment of minimum competency requirements.

Responsibilities

• Build trusted relationships with affluent clients and understand their long-term financial objectives.
• Convert referrals into new business through effective advice conversations.
• Deliver holistic financial advice across investments, pensions, retirement and protection.
• Develop and present financial plans using the firm's digital planning platform.
• Manage a portfolio of approximately 300 clients with proactive service and advice.
• Develop a strong pipeline of prospective clients through referrals and lead generation.
• Collaborate with Bank of Ireland, Davy and Group colleagues to maximise referrals.
• Identify opportunities to deepen client relationships and broaden solutions.
• Contribute to ongoing improvement of the Affluent proposition, client journeys and processes.
• Support scalable operating model as the business grows.
• Work with product, proposition, technology and operations teams to improve client/adviser experiences.
• Ensure all activities comply with regulatory requirements and Risk Management Framework.

Skills

Financial advisory

Wealth management

Investment & pensions knowledge

Relationship management

Education

QFA qualification

CFP qualification

CFA or similar financial planning qualifications

Minimum Competency Code

Tools

CRM platforms

Digital planning tools

Client portals

Job description

Davy, Ireland’s leading wealth management firm, seeks an Affluent Private Client Adviser to deliver bespoke financial planning and advice to affluent clients through a technology-enabled platform. You will engage with clients, manage portfolios, and build a scalable advisory business in a dynamic environment.

The role operates within a controlled function framework (CF3/CF4/CF10), with a focus on compliance, client outcomes and business development.