Credit Union Sales

4 weeks ago

Dublin, Ireland Davy Full time

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 in our Credit Unions Sales Team. In the role, the successful candidate will: 

  • Comply with the Risk and Compliance frameworks, policies and procedures associated with the role:
  • Assistant to Credit Union Investment Managers.
  • Prepare investment proposals in conjunction with the Investment Managers to deliver top quality reports and analysis to credit union sales.
  • Provide assistance with managing advisory client portfolios in conjunction with agreed client mandates and IC guidance.
  • Direct engagement with clients on all aspects of portfolio management.
  • Significant portfolio analysis with a strong focus on regulatory limits and prescribed asset allocations.
  • Provide support to Investment Managers in preparation for client meetings and attend meetings when required.
  • Assist in updating credit union Investment Policies.
  • Provide cover for Investment Managers when unavailable.
  • Review existing client relationships to evaluate potential.
  • The provision of support as required, in relation to projects for the CUCS team.
  • Collecting data on Credit Union annual accounts and applying a Forecast Accounting model when required.
  • Provide administrative support to Senior IMs and Head of Credit Unions as required.
  • Responsibility for trade implementation of client instructions.
  • Collaborate on preparation of new business tender proposals.

Requirements

About you

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

  • Third level qualification.
  • QFA or working towards completion.
  • A high level of interpersonal skills and the ability to work as part of a team.
  • Demonstrable knowledge of investments.
  • Keen eye for detail and interest in investment processes.
  • Strong organisational, written and verbal communication skills.
  • Knowledge of the Credit Union sector is desirable.
  • Strong administration skills and a high level of proficiency in MS Excel, Word, Outlook and PowerPoint.
  • Strong numerical skills and experience of working to tight deadlines.
  • Strong problem-solving skills.
  • A high level of initiative and enthusiasm with the ability to identify opportunities within the market.
  • A strong client focus to ensure effective service delivery.
  • A strong commitment to personal development.

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. 

Important Information 

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. 

Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to us by recruitment agencies will not be accepted for this role. 

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

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