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Assistant Private Client Adviser

Davy GroupDublin, County Dublin, Ireland

21 days ago

Job description

About us

From day one, you’ll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland’s future business leaders.

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.

About the role

An exciting opportunity has arisen for ACCA / ACA qualified professionals to join our Wealth Management team as an Assistant Private Client Adviser. In the role, the successful candidate will :

Be fully responsible for management of discretionary client portfolios in conjunction with agreed client mandate and Investment Committee guidance;
Proactively manage client portfolios in conjunction with Portfolio Managers and in line with agreed client mandate, investment offerings and opportunities;
Responsibility for coordinating and managing investment activities;
Responsibility for trade implementation including order book management;
Significant portfolio analysis with a strong focus on asset allocation and risk drift. Formal Risk Drift Analysis undertaken on a ongoing basis;
Participate in the new business process through the preparation of customised investment proposals;
Act as the primary point of contact between the team and the Investment Committee on all investment issues;
Prepare investment presentations and documentation for client meetings;
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;

Requirements

About You

Degree or Masters level qualification in a business, accounting, law, engineering or related discipline;

ACCA / ACA qualified

3-5 years previous experience within a consultancy firm

Demonstrable knowledge of financial markets and investments;

Keen interest in the investment process;

Strong organisational, written and verbal communication skills;

Understanding of the regulatory framework;

Strong administration skills and a high level of proficiency in MS Word, Excel, Outlook and PowerPoint.

What we offer

We offer a range of benefits and experiences to support your professional and personal growth, whatever your career stage. Our benefits are not just a number. Yes, we offer competitive salary, annual performance-related discretionary bonus, annual flexible benefits, employer pension contribution, and multiple insurance coverage. But more than that, we focus on developing our people to be their best, professionally and personally.

Training support provided by award-winning Learning & Development Team, extensive sports & social programmes (including free on-site gym & fitness studio), flexible working options, employee assistance programme, enhanced leave options, and social & community care initiatives are just some of the ways our people can empower themselves to be their best.

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Assistant Private Client Adviser • Dublin, County Dublin, Ireland