Investment Associate

4 weeks ago

Dublin, Dublin City, Ireland TN Ireland Full time

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Investment Associate - Lifestyle Solutions, DublinClient:Location:

Dublin, Ireland

Job Category:

Other

EU work permit required:

Yes

Job Reference:

0fb215b95591

Job Views:

110

Posted:

21.01.2025

Expiry Date:

07.03.2025

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 opened up on the Lifestyle Solutions team within Davy Private Clients. In the role, the successful candidate will:

  1. Work closely with an Associate Director/Director;
  2. 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;
  3. Identify revenue potential and opportunities to cross-sell Davy services;
  4. Review existing client relationships, and in line with Investment Strategy, analyse whether the relationships are categorised correctly and therefore managed appropriately;
  5. Execute an engagement plan for each advisory relationship to ensure they receive proactive, relevant and appropriate contact, investment ideas and recommendations and structured portfolio reviews;
  6. Manage MI relating to client relationships;
  7. Deal promptly and efficiently with client queries;
  8. 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;
  9. Be recognised as an expert and influential contact for Davy's services and in relation to client queries;
  10. Network with peers at industry events;
  11. Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.

Requirements

About you

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

  1. Degree or Masters in Business related area;
  2. Up to 12 months experience desired but not essential;
  3. APA Savings & Investments and/or APA Pensions qualification with a willingness to complete QFA qualification;
  4. A high degree of proficiency in Microsoft Office applications, particularly Excel, Word and PowerPoint;
  5. Proficient in CRM;
  6. A commitment to further education and continuous learning;
  7. Demonstrable interest and understanding of investments;
  8. Strong communication and presentation skills;
  9. Excellent attention to detail;
  10. Excellent organisational skills;
  11. An ability to prioritise own workload.

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.

"The position set out above is defined as a "Controlled Function (CF)" role, namely CF3, CF4, Section 20 of the Central Bank Reform Act 2010 and Schedule 1 of the Regulations ( 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.

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