Davy
Finance / FinServ
Dealer
“Dealer at Davy. Skills: Executing trades, client service, liaising with clients and intermediary brokers, support to clients using our myDavy portal, Risk and Compliance frameworks, policies and procedures. Executing trades received from various channels (Phone/Postail/Secure Comms) and ensuring adherence to Best Execution. Ensuring clients are consistently provided with excellent dealing services”
What You'll Achieve.
Exceptional client outcomes
Industry & Context.
Willing to work Late shift (1pm-9pm) occasionally, Controlled Function (CF) 4, Minimum Competency Code, eligibility to work in Ireland
What They're Looking For.
Must Have
APA Savings and Investments qualification, client focus, demonstrable interest, team-working, communication and presentation verbal and, Excellent administration and IT skills, sound understanding of MS, ability to prioritise high value-added tasks and meet tight
Nice to Have
Masters level in a Business-related, Full QFA Qualification
What You'll Do.
Executing trades received from various channels (Phone/Postail/Secure Comms) and ensuring adherence to Best Execution
Ensuring clients are consistently provided with excellent dealing services
Assist clients with Corporate Actions
Stock Set Ups and other queries
Liaising with clients and intermediary brokers
dealing promptly and efficiently with queries
Provide support to clients using our myDavy portal
Participate in outstanding balance projects as required
Being proactive in identifying existing and new execution only clients interested in and/or suitable for referral to other teams within the Davy
Participate in team projects as required
Comply with the Risk and Compliance frameworks
policies and procedures associated with the role
How You'll Work.
Team & Collaboration
Liaising with clients and intermediary brokers; referral to other teams within the Davy; Participate in team projects as required
Communication Scope
communication and presentation verbal and
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