- Location
- Dublin, Leinster, Ireland · published
- Type
- Full-time
- Source
- Workable
Description
About us
At Davy, it’s the unique talents of all our people that have been the foundations of our success for 100 years. As we continue to grow, so do you. Because you are not just part of our team – you are a key player in shaping our future.
At Davy, you are the difference.
Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of services to high-net-worth individuals, self-directed investors, small-to-medium enterprises, credit unions, corporations, and domestic & international institutional investors.
Our culture is shaped around three values, which are at the heart of everything we do: client success, one Davy, and building a proud legacy. Sharing the same goals, we work together to deliver exceptional outcomes for our clients. As part of a team of over 900, you will be encouraged to learn and to grow, both professionally and personally. of a team of over 900, you will be encouraged to learn and to grow, both professionally and personally.
About the role
An exciting opportunity has opened up as a Private Client Advisor. In the role, the successful candidate will:
- Working closely with an Associate Director/Director:
- Assist in the creation and execution of relationship plans for each client relating to the implementation of their financial plan, adherence with service standards which lead to the development of long-term client relationships;
- Identifying revenue potential and opportunities to cross-sell Davy services;
- Review existing client relationships, and in line with Investment Strategy, analyse whether the relationships are categorised correctly and therefore managed appropriately;
- Execute a engagement plan for each advisory relationship to ensure they receive proactive, relevant and appropriate contact, investment ideas and recommendations and structured portfolio reviews;
- Managing MI relating to client relationships;
- Deal promptly and efficiently with client queries;
- Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Davy’s Risk Management Framework and internal Policies and Policy Standards;
- Be recognised as an expert and influential contact for Davy’s services and in relation to client queries;
- Ability to network with peers at industry events;
- Comply with the Risk and Compliance frameworks, policies and procedures associated with the role;
- May suit recently qualified Accountants/Tax graduates;