Wealth Management Expert

3 days ago


Dublin, Dublin City, Ireland Davy Full time
A Career in Wealth Management

We're seeking an ACCA/ACA qualified professional to join our Wealth Management team as an Assistant Private Client Adviser.

In this role, you'll be responsible for managing discretionary client portfolios in accordance with agreed client mandates and investment committee guidance.

You'll work closely with portfolio managers to proactively manage client portfolios, coordinate investment activities, and implement trades.

This is a challenging yet rewarding opportunity to develop your skills and expertise in wealth management.

If you're passionate about delivering exceptional client service and have a keen interest in the investment process, we'd love to hear from you.



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