Assistant Private Client Adviser
Davy
Dublin, IE
18d ago

Description

The Davy Group is Ireland’s leading provider of wealth management, asset management, capital markets and financial advisory services.

You can read more about our growing company here : www.davy.ie

We value our employees as much as our clients, and are committed to embracing diversity in all its forms recognising that the breadth of thought, perspective and experience that emerges from a diverse workforce is essential to deliver on our core values.

Our city centre location, free access to our onsite gym and fitness studio, and impressive social calendar are just some of the unique benefits our employees enjoy while working at Davy.

Performance related bonuses, generous pension contributions and investment into further education demonstrate the value we place in developing and rewarding our staff.

Davy. Making a difference that matters.

An exciting opportunity has arisen for a Assistant Private Client Adviser to join our Wealth Management group.

Key responsibilities :

  • Full responsibility for management of discretionary client portfolios in conjunction with agreed client mandate and Investment Committee guidance;
  • Responsibility for proactive management of advisory client portfolios in conjunction with Portfolio Managers and in line with agreed client mandate, investment offerings and opportunities;
  • Responsibility for coordinating and managing investment activities;
  • Responsibility for trade implementation including order book management;
  • Significant portfolio analysis with a strong focus on asset allocation and risk drift. Formal Risk Drift Analysis undertaken on a ongoing basis;
  • Participating in the new business process through the preparation of customised investment proposals;
  • Acting as the primary point of contact between the team and the Investment Committee on all investment issues;
  • Preparation of investment presentations and documentation for client meetings;
  • Assistance with team operational workload as required.
  • Requirements

  • Degree or Masters level qualification in a business, accounting, law, engineering or related discipline;
  • QFA qualified;
  • 3-5 years previous investment advisory or financial planning experience desirable;
  • Demonstrable knowledge of financial markets and investments;
  • Keen interest in the investment process;
  • Strong organisational, written and verbal communication skills;
  • Understanding of the regulatory framework;
  • Strong administration skills and a high level of proficiency in MS Word, Excel, Outlook and PowerPoint.
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