Private Client Adviser - Client Servicing Team
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 opportunity has arisen for Private Client Adviser to join the Private Clients department at Davy. In the role, the successful candidate will:
- Private Client Adviser for Client Servicing Team (“CST”).
- Responsibility for Client Servicing Team (“CST”) client book, acting as a professional first point of contact for clients and prospective clients.
- Conduct periodic review of Client Servicing Team (“CST”) to ensure suitable client service alignment and delivery.
- Proactive & Ongoing engagement with Private Client Risk, Compliance & Legal to ensure appropriate client engagement.
- Engage with existing Private Client Advisers to provide assistance through Client Servicing Team (“CST”).
- Providing support to wider Client Servicing Team (“CST”) with key project deliverables.
- Facilitate delivery of key Private Client 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 CRM system on an ongoing basis.
- Liaising with Tax Advisers, Solicitors, Brokers and Life Offices on behalf of servicing our clients.
Requirements
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;
- CFP desirable or willingness to working toward CFP
- Minimum 3 years Financial services experience;
- Exceptional customer relations and interpersonal skills;
- 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;
- Must be well organised, accurate in compiling financial data and attentive to detail;
- An ability to work effectively as part of a team.
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.
Important Information
The position set out above is defined in the Fitness & Probity Standards issued by the Central Bank of Ireland (“Fitness & Probity Standards”) as a “Controlled Function (CF)”, namely CF3, CF4, CF10. Therefore there is a requirement to hold, or be willing to take one of the following exams: APA (Regulation & Investment) or Registered Stockbroker or QFA and since function relates to Pensions: APA (Pensions).In compliance with the Fitness and Probity Standards applicable to your position, any offer of employment is conditional upon you demonstrating that you meet the Fitness & Probity Standards.
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.