Find Client adviser Jobs in Dublin, D

Client Adviser - Senior Associate
Davy —Dublin, County Dublin
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance program
Quick apply
Client Services Executive
Prosperous Financial —Dublin, County Dublin
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Annual leave
Quick apply
Private Client Adviser
Davy —Dublin, County Dublin
- Hybrid work
- Master's degree
- No degree
- Business
- Employee assistance program
Quick apply
11d
Employee Relations Advisor
BidvestNoonan —Swords, County Dublin
- €50,000–€55,000 a year
- Full-time
- No degree
- Human resources
Quick apply
AVP, Investor Relations (Private Equity)
Citco —Dublin, County Dublin
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Executive Assistant & Office Coordinator
RSM —Dublin, County Dublin
- Part-time
- Microsoft Powerpoint
- Microsoft Excel
- Project management
Quick apply
Senior Administrator, Investor Relations (Private Assets)
Citco —Dublin, County Dublin
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Employee Relations & Workplace Investigations Associate
RSM —Dublin, County Dublin
- Microsoft Office
- Human resources
- Business
Quick apply
11d
Investment Administrator
Quilter —Dublin, County Dublin
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
Tax Trainee
OSK —DUBLIN 3, County Dublin
- Microsoft Word
- Microsoft Excel
- Accounting
6d
Wealth Executive
Goodbody —Dublin, County Dublin
- Hybrid work
- Sales
- Business development
- Analysis skills
Customer Success Manager
Pluralsight —Dublin, County Dublin
- Full-time
- In-person
- Annual leave
Senior Private Client Tax Advisor
Coventure Tax Consulting —DUBLIN 17, County Dublin
- €60,000–€85,000 a year
- Full-time
- Accounting
- Leadership
- Accounting
Quick apply
14d
Associate - Asset Management & Investment Funds
Walkers Global —DUBLIN 1, County Dublin
- Communication skills
- Annual leave
- Employee assistance program
Commercial Account Executive
TCC Recruitment —Malahide, County Dublin
- €50,000–€70,000 a year
- Full-time
- Hybrid work
- Customer service
- Business development
- Construction experience
- Annual leave
Quick apply
4d
EHS Adviser
K&J Townmore Construction —Dublin, County Dublin
- Microsoft Office
- IT
- Communication skills
Senior Wealth Executive - Dublin
Goodbody —Dublin, County Dublin
- Hybrid work
- Sales
- Business development
- Analysis skills
Experienced Financial Adviser
Irish Life Financial Services Limited —Dublin, County Dublin
- Full-time
- Hybrid work
- Sales
- Communication skills
Sales Manager, SBS Scaled, Google Customer Solutions (English, French)
Google —Dublin, County Dublin
- €132,000–€136,000 a year
- Full-time
- Sales
- English
- Business development
4d
Client Accountant
The Maples Group (Financial Services) —DUBLIN 2, County Dublin
- Full-time
- Management
- No degree
- Life insurance
1d

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Client Adviser - Senior Associate

Davy -
Dublin, County Dublin

Quick apply

Job details

Benefits

Employee assistance program

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Microsoft Outlook
Master's degree
Business

Full job description

About us

At Davy, it’s the unique talents of all our people that have been the foundations of our success for 100 years. As we continue to grow, so do you. Because you are not just part of our team – you are a key player in shaping our future.

At Davy, you are the difference.

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 within Wealth Operations within the Davy Select Division. In the role, the successful candidate will:

Client Adviser for Client Servicing Team (“CST”).
Responsibility for Client Servicing Team (“CST”) client base, acting as a professional first point of contact for clients and prospective clients.
Undertake Client Suitability obligations as part of regulatory ongoing suitability assessment.
Proactive & Ongoing engagement with Risk, Compliance & Legal Teams to ensure appropriate client engagement.
Providing support to wider Client Servicing Team (“CST”) with key project deliverables.
Ongoing portfolio management, oversight and implementation of trades on client portfolios;
Engage with various Davy business units including portfolio construction and investment selection teams to address client queries, ensure account compliance and communicate asset or portfolio changes.
Communication of investment recommendations to clients, including all relevant documentation associated with the advice.
Prepare client reporting packages and analysis for client meetings;
Management of follow up activities from client meetings; completion of minutes of meetings and monitoring completion of tasks.
Liaising with Tax Advisers, Solicitors, Brokers and Life Offices on behalf of servicing our clients.

Requirements

About you

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

Degree or Masters in Business related area;
One of QFA/APA/Certificate in Stockbroking required;
Financial services experience;
Exceptional customer relations and interpersonal skills;
Good investment knowledge and understanding of market conditions in additional to economic outlook
Excellent oral and written communications skills are required;
Strong general administration skills and a high level of proficiency in MS Word, Excel, Outlook and PowerPoint;
Must be well organised, accurate in compiling financial data and attentive to detail;
An ability to work effectively as part of a team.

The position set out above is defined in the Fitness & Probity Standards issued by the Central Bank of Ireland (“Fitness & Probity Standards”) as a “Controlled Function (CF)”, namely CF3, CF4, CF10. Therefore there is a requirement to hold, or be willing to take one of the following exams: APA (Regulation & Investment) or Registered Stockbroker or QFA and since function relates to Pensions: APA (Pensions). In compliance with the Fitness and Probity Standards applicable to your position, any offer of employment is conditional upon you demonstrating that you meet the Fitness & Probity Standards.

Benefits

What we offer

At Davy, our people are our biggest investment. In today’s fast-moving world, we know it’s important to feel secure and empowered. That’s why Davy benefits support you through all of life’s stages, offering health and wellness, flexible working options, flexible benefits allowance, learning and development opportunities, through to assisted retirement planning.

Health and Wellbeing

Psychological safety, emotional wellbeing and support are a priority at Davy. We offer a comprehensive Employee Assistance Programme (EAP) and mental health first aid. Our Sports & Social teams promote physical wellbeing and social connection.

Reward and Recognition

We offer a competitive remuneration package to include salary, bonus, pension and a host of additional benefits to protect you and your family when it matters most.

Growth and Development

Our award-winning L&D function supports you and your growth at Davy. We offer a comprehensive range of professional and personal development opportunities. Our culture supports learning, and we encourage you to explore more at Davy.

Positive Workplace

Our workplace is inclusive, diverse, and offers everyone a sense of belonging. We are flexible and continue to support a hybrid working model. You will get to be your best at Davy.

Values and Culture

Exceptional client outcomes delivered by a world class team, underpinned by our core Davy values – One Team, Client Success, and Proud Legacy.

Important Information

Davy is an equal opportunities employer, committed to fostering an inclusive and diverse workplace. We value diversity in both background and experience, and even if you don’t meet all of the requirements outlined in the job description, we still encourage you to apply. We review all applications received. As part of our commitment to creating an accessible environment, we want to ensure that everyone has an equal opportunity to participate in the interview process. If you require any reasonable accommodations, please let us know, and we will do our best to make the necessary arrangements.

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.

Quick apply

Refine Your Search

client adviser jobs in dublin, d

Client Adviser - Senior Associate

Client Services Executive

Private Client Adviser

Employee Relations Advisor

AVP, Investor Relations (Private Equity)

Executive Assistant & Office Coordinator

Senior Administrator, Investor Relations (Private Assets)

Employee Relations & Workplace Investigations Associate

Investment Administrator

Tax Trainee

Wealth Executive

Customer Success Manager

Senior Private Client Tax Advisor

Associate - Asset Management & Investment Funds

Commercial Account Executive

EHS Adviser

Senior Wealth Executive - Dublin

Experienced Financial Adviser

Sales Manager, SBS Scaled, Google Customer Solutions (English, French)

Client Accountant

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