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Building Long-Term Client Relationships

2 weeks ago

Dublin, Dublin City, Ireland beBeeInvestment Full time €50,000 - €80,000
Investment Associate Role

The role of an Investment Associate involves providing exceptional client service and contributing to the growth and success of our Private Clients department.

You will be part of a team of experienced professionals who work together to deliver outstanding results for our clients.

Key Responsibilities:
  1. Develop and execute relationship plans to foster long-term client relationships.
  2. Identify revenue opportunities and provide recommendations for cross-selling Davy services.
  3. Review and analyse client relationships to ensure they are managed effectively.
  4. Execute engagement plans to maintain proactive, relevant, and appropriate contact with clients.
  5. Manage client-related data and ensure compliance with regulatory requirements.
  6. Provide timely and efficient responses to client queries.
Requirements:
  • Degree or postgraduate qualification in a business-related field.
  • 2-3 years of industry experience.
  • Relevant professional certifications and qualifications.
  • High proficiency in Microsoft Office applications, particularly Excel, Word, and PowerPoint.
  • Proficient in CRM systems.
  • Commitment to ongoing education and continuous learning.
  • Strong analytical and problem-solving skills.
  • Excellent communication and presentation skills.
What We Offer

We offer a competitive salary, annual performance-related discretionary bonus, and a range of benefits and experiences to support your professional and personal growth.

  • Flexible working options.
  • Employee assistance programme.
  • Enhanced leave options.
  • Training support provided by our award-winning Learning & Development Team.
Important Information:
  • At Davy, we are committed to fostering an inclusive and diverse workplace.
  • We value diversity in both background and experience.