Client Adviser - Client Servicing Team

About us  

At Davy, it’s the unique talents of all our people that have been the foundations of our success for almost 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.  

Requirements

About the role  

An exciting opportunity has opened up for a Senior Associate to join the Wealth Operations department. In the role, the successful candidate will: 

• Act as a professional first point of contact for clients and prospective clients.
• Undertake Client Suitability obligations as part of regulatory ongoing suitability assessment.
• Conduct periodic review of Client Servicing Team (“CST”) to ensure suitable client service alignment and delivery.
• Proactive & Ongoing engagement with Risk, Compliance & Legal Teams to ensure appropriate client engagement.
• Engage with existing Advisors to provide assistance through Client Servicing Team (“CST”).
• Providing support to wider Client Servicing Team (“CST”) with key project deliverables.
• Facilitate delivery of key objectives under Project Optimise.
• Ongoing portfolio management, oversight and implementation of trades on client portfolios;
• Engage with various Davy business units including portfolio construction and investment selection teams to address client queries, ensure account compliance and communicate asset or portfolio changes.
• Communication of investment recommendations to clients, including all relevant documentation associated with the advice.
• Prepare client reporting packages and analysis for client meetings;
• Management of follow up activities from client meetings; completion of minutes of meetings and monitoring completion of tasks.
• Updating and monitoring the Client Relationship Management system on an ongoing basis.
• Liaising with Tax Advisers, Solicitors, Brokers and Life Offices on behalf of servicing our clients.

About you  

We are looking for somebody who has the following background and skills: 

• Degree or Masters in Business related area;
• One of QFA/APA/Certificate in Stockbroking required;
• Financial services experience;
• Excellent oral and written communications skills are required;
• Strong general administration skills and a high level of proficiency in MS Word, Excel, Outlook and PowerPoint;
• Exceptional customer relations and interpersonal skills;
• Must be well organised, accurate in compiling financial data and attentive to detail;
• An ability to work effectively as part of a team.

Benefits

What we offer 

At Davy, our people are our biggest investment. In today’s fast-moving world, we know it’s important to feel secure and empowered. That’s why Davy benefits support you through all of life’s stages, offering health and wellness, flexible working options, flexible benefits allowance, learning and development opportunities, through to assisted retirement planning.    

Health and Wellbeing  

Psychological safety, emotional wellbeing and support are a priority at Davy. We offer a comprehensive Employee Assistance Programme (EAP) and mental health first aid. Our Sports & Social teams promote physical wellbeing and social connection.  

Reward and Recognition  

We offer a competitive remuneration package to include salary, bonus, pension and a host of additional benefits to protect you and your family when it matters most.   

Growth and Development  

Our award-winning L&D function supports you and your growth at Davy. We offer a comprehensive range of professional and personal development opportunities. Our culture supports learning, and we encourage you to explore more at Davy.  

Positive Workplace  

Our workplace is inclusive, diverse, and offers everyone a sense of belonging. We are flexible and continue to support a hybrid working model. You will get to be your best at Davy.   

Values and Culture  

Exceptional client outcomes delivered by a world class team, underpinned by our core Davy values – One Team, Client Success, and Proud Legacy.    

Important Information 

Davy is an equal opportunities employer, committed to fostering an inclusive and diverse workplace. We value diversity in both background and experience, and even if you don’t meet all of the requirements outlined in the job description, we still encourage you to apply. We review all applications received. As part of our commitment to creating an accessible environment, we want to ensure that everyone has an equal opportunity to participate in the interview process. If you require any reasonable accommodations, please let us know, and we will do our best to make the necessary arrangements.  

Appointment to this role is subject to the candidate's eligibility to work in Ireland. 

Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to us by recruitment agencies will not be accepted for this role. 

Davy Group is a member of the Bank of Ireland Group.