
Highly Motivated Investment Professional Wanted
2 weeks ago
Unlock Your Potential as an Investment Associate
About the RoleWe are seeking a highly motivated and detail-oriented Investment Associate to join our team. As an Investment Associate, you will work closely with our senior management to identify opportunities for growth and develop strategies to achieve our business objectives.
Main Responsibilities:- Assist in the creation and execution of relationship plans for each client, ensuring that they receive proactive and relevant contact, investment ideas, and recommendations.
- Analyze existing client relationships to ensure they are managed appropriately and identify revenue potential opportunities.
- Manage client queries efficiently and ensure all activities are carried out in full compliance with regulatory requirements.
To be successful in this role, you will need to possess the following skills and qualifications:
- A degree or master's in a business-related area.
- 2-3 years' experience in a similar industry.
- APA Savings & Investments and/or APA Pensions qualification.
- Excellent communication and presentation skills.
- Ability to network with peers at industry events.
We offer a range of benefits to support your professional and personal growth:
- Competitive salary.
- Annual performance-related discretionary bonus.
- Annual flexible benefits.
- Employer pension contribution.
- Multiple insurance coverage.
Davy is an equal opportunities employer committed to fostering an inclusive and diverse workplace. We value diversity in both background and experience and encourage everyone to apply.
Appointment to this role is subject to the candidate's eligibility to work in Ireland.
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