ClientAdviser-SeniorAssociate

**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.