Investment Associate

1 month ago

Ireland Davy Group Full time

The Davy Group is Ireland’s leading provider of wealth management, asset management, capital markets and financial advisory services. You can read more about our growing company here:

We value our employees as much as our clients, and are committed to embracing diversity in all its forms recognising that the breadth of thought, perspective and experience that emerges from a diverse workforce is essential to deliver on our core values.

Our city centre location, free access to our onsite gym and fitness studio, and impressive social calendar are just some of the unique benefits our employees enjoy while working at Davy.

Performance related bonuses, generous pension contributions and investment in your further education demonstrate the value we place in developing and rewarding our staff.

An opportunity has arisen for an Investment Associate within the Private Clients department at Davy.

Key responsibilities of this position will include :

  • 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
  • Degree or Masters in Business related area;
  • Up to 12 months experience desired but not essential;
  • APA Savings & Investments and/or APA Pensions qualification with a willingness to complete QFA qualification;
  • A high degree of proficiency in Microsoft Office applications, particularly Excel, Word and PowerPoint;
  • Proficient in CRM;
  • A commitment to further education and continuous learning;
  • Demonstrable interest and understanding of investments;
  • A strong client focus, to ensure effective service delivery;
  • Strong communication and presentation skills;
  • Excellent attention to detail;
  • Excellent organisational skills;
  • An ability to prioritise own workload.

“The position set out above is defined as a “Controlled Function (CF)” role, namely CF3, CF4, CF10.under Section 20 of the Central Bank Reform Act 2010 and Schedule 1 of the Regulations (S.I. No. 437 of 2011) as amended. In accordance with Section 21 of the Central Bank Reform Act 2010 and the Fitness and Probity Standards 2014, any offer of employment is conditional upon you demonstrating that you meet the Fitness & Probity requirements, applicable to this position. The role is also subject to the Minimum Competency Code and therefore there is a requirement to hold, or be willing to take the APA (Regulation & Investment) or (Pensions) or Registered Stockbroker or QFA exams.

Davy is an equal opportunities employer and we are committed to fostering an inclusive workplace. We value diversity both in background and in experience. You might not meet all of the requirements outlined in the above job description, but we would still like to hear from you. We review all applications received.

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

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

#J-18808-Ljbffr

  • Senior DevOps Engineer

    5 hours ago

    Ireland Fidelity Investments, Ireland Full time

    Job Description: Senior DevOps Engineer Strategic Advisor Technology is looking for a Senior DevOps Engineer as a member of our product delivery team. While working to deliver business capabilities across a globally distributed team, we continually strive to advance technology innovation and agile practices and delivery efficiency across the delivery...

  • Senior Software Engineer

    5 hours ago

    Ireland Fidelity Investments, Ireland Full time

    Job Description: Senior Software Engineer We have an opening for a Senior Software Engineer to join the Fidelity Institutional Product & Business Enablement Technology (FIPBET) team. You will be part of a team designing, developing & implementing products that enable our Digital Marketing partners, and you will have the opportunity to grow and develop...

  • Junior Depositary Analyst ›

    4 weeks ago

    Ireland Aztec Full time

    The purpose of this position is to assist with the routine day-to-day functions of the Aztec Luxembourg depositary services offering under the direction of a Depositary Manager. Key responsibilities: Assist with all aspects of the record keeping of funds and associated fund structures Assist with all aspects of depositary matters, including the...

  • Senior Software Engineer in Test

    5 hours ago

    Ireland Fidelity Investments, Ireland Full time

    Job Description: Senior Software Engineer in Test At Fidelity Ireland we pride ourselves on a culture that allows you to share, collaborate and be yourself in a dynamic workplace. Our team uses a variety of technologies that either use your current skills or build a platform for continuing to grow by learning new technologies. We have an exciting...

  • Human Resources Manager- hybrid

    4 weeks ago

    Ireland Collins McNicholas Recruitment Full time

    HYBRID - DUBLIN CITY CENTER- 2 year FTC (strong possibility of perm role) This role would be ideal for an experienced HR Manager with recruitment experience. The role will be approx 80% HR related duties and overseeing the recruitment function for the company. (please note this is not a recruitment role, HR Management experience is essential) The Job: I am...

  • Network Engineer

    2 weeks ago

    Ireland itContracting Full time

    Network Engineer The successful candidate will be a key member of the ICT Operations Team and should be passionate about network architecture and technologies. They will be responsible for: Drive documenting and implementation of business-critical network and security technologies. Deliver continuous improvement by reviewing existing solutions across the...

  • Analyst Financial Reporting Oversight United Kingdom Posted on 03/28/2024 Be the First to Apply

    4 weeks ago

    Ireland Link Group Full time

    Overview The primary purpose of the FA Oversight team is to ensure high quality output and regulatory compliance of NAV production and financial reporting activities outsourced to third party service providers, particularly in relation to the production and dissemination of fund/class prices, financial statements, and associated deliverables.  This will...

  • Localization Analyst II

    1 day ago

    Ireland Localizationacademy Full time

    This inclusive employer is a member of myGwork u2013 the largest global platform for the LGBTQ+ business community. Wondering what's within Beckman Coulter Diagnostics? Take a closer look. At first glance, you'll see that for more than 80 years we've been dedicated to advancing and optimizing the laboratory to move science and healthcare...

  • Compliance Officer

    3 weeks ago

    Ireland Dlocal Corp Full time

    Why you should join dLocal? dLocal enables the biggest companies in the world to collect payments in 40 countries in emerging markets. Global brands rely on us to increase conversion rates and simplify payment expansion effortlessly. As both a payments processor and a merchant of record where we operate, we make it possible for our merchants to make inroads...

  • JSS Plumbing

    3 weeks ago

    Ireland Ttigroup Full time

    JSS Plumbing & Drainage Specialist (Ireland) page is loaded JSS Plumbing & Drainage Specialist (Ireland) Apply locations Field Based United Kingdom time type Full time posted on Posted 4 Days Ago job requisition id JR2410 TTI is a fast growing world leader in Power Tools, Accessories, Hand Tools and Outdoor Power Equipment for Do-It-Yourself (DIY),...

  • Senior/Principal/Senior Principal Microbiologist

    4 weeks ago

    Ireland eli lilly and company Full time

    Senior/Principal/Senior Principal Microbiologist - Technical Services/Manufacturing Sciences page is loaded Senior/Principal/Senior Principal Microbiologist - Technical Services/Manufacturing Sciences Apply locations Ireland, Limerick time type Full time posted on Posted 2 Days Ago job requisition id R-61705 At Lilly, we unite caring with discovery to...

  • Principal/Senior Principal Microbiologist

    4 weeks ago

    Ireland eli lilly and company Full time

    Principal/Senior Principal Microbiologist - Technical Services/Manufacturing Sciences page is loaded Principal/Senior Principal Microbiologist - Technical Services/Manufacturing Sciences Apply locations Ireland, Limerick time type Full time posted on Posted 2 Days Ago job requisition id R-61705 At Lilly, we unite caring with discovery to make life better...

  • D365 Solution Architect BC/NAV

    4 days ago

    Ireland CPL Healthcare Full time

    Job Description My client is responsible for analysing and translating business information and functional requirements into a business solution blueprint that outlines systems, applications, and functionality solutions to achieve complex business objectives. The Solution Architect manages the entire lifecycle of a Microsoft technology solution ecosystem...

  • Sales Development Representative

    2 days ago

    Ireland Stripe Full time

    Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world’s largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That...

  • Position: Regulatory Manager

    3 days ago

    Ireland ComReg Full time

    Regulatory Manager (Cyber Security) (12 Month FTC) Thank you for your interest in working with us. Purpose: The Regulatory Manager will report to the Head of Cyber Security and Resilience. The successful candidate will contribute and support the strategic planning requirements and associated stakeholder relations and will manage, track and report on key...

  • Area Sales Manager

    5 days ago

    Ireland Inspiration Healthcare Group Full time

    Area Sales Manager – South, Infusion Therapy Inspiration Healthcare Group Croydon United Kingdom Infusion Therapies Company Description Inspiration Healthcare is a British based, global provider of medical technology, and our mission is to pioneer medical technology that improves outcomes of patients, starting with the very first breaths of life. We...

  • Customer Relations Advisor- French speaking

    2 weeks ago

    Ireland TransUnion Full time

    Customer Relations Advisor- French speaking page is loaded Customer Relations Advisor- French speaking Solicitar locations Contractual Remote – UK time type Full time posted on Publicado hace 2 días job requisition id 19028118 TransUnion's Job Applicant Privacy Notice What We'll Bring: CyberScout (a TransUnion Company) is seeking a French Speaking...

  • Consultant Public Sector UK

    3 weeks ago

    Ireland Euronext Full time

    iBabs Consultant Public Sector UK / Ireland page is loaded iBabs Consultant Public Sector UK / Ireland Apply locations London time type Full time posted on Posted 30+ Days Ago job requisition id R05614 iBabs Europe’s fastest growing board portal for 2,000+ organisations, iBabs empowers customers to quickly organise effective meetings and make good...

  • Customer Relations Advisor- French speaking

    3 days ago

    Ireland transunion Full time

    Customer Relations Advisor- French speaking page is loaded Customer Relations Advisor- French speaking Solicitar locations Contractual Remote – UK time type Full time posted on Publicado hace 2 días job requisition id 19028118 TransUnion's Job Applicant Privacy Notice What We'll Bring: CyberScout (a TransUnion Company) is seeking a French Speaking...