Davy
Finance
InvestmentAssociate
Neural analysis suggests this role is
optimal for Mid candidates.
“Investment Associate at Davy. Skills: Client relationship management, Investment strategy, Financial planning. Assist in creation of relationship plans. Execute relationship plans”
What You'll Achieve.
Development of long-term client relationships; Client success
Industry & Context.
Controlled Function (CF) role, Fitness & Probity requirements, Minimum Competency Code
What They're Looking For.
Must Have
2-3 years industry experience, QFA, Proficiency in Microsoft Office applications, Proficiency in Excel, Proficiency in Word, Proficiency in PowerPoint, Commitment to further education, Demonstrable interest and understanding of financial markets, Client focus, Communication skills, Presentation skills, Excellent attention to detail, Excellent organisational skills, Ability to prioritise own workload, Eligibility to work in Ireland, Fitness & Probity requirements, Minimum Competency Code, APA (Regulation & Investment) or (Pensions) or Registered Stockbroker or QFA exams
Nice to Have
Masters in Business related
What You'll Do.
Assist in creation of relationship plans
Execute relationship plans
Identify revenue potential
Cross-sell Davy services
Review client relationships
Analyse client categorisation
Execute engagement plan
Provide proactive contact
Provide relevant investment ideas
Provide recommendations
Deal with client queries
Comply with regulatory requirements
Comply with Risk Management Framework
Comply with internal Policies
Act as expert for Davy's services
How You'll Work.
Team & Collaboration
Work closely with Associate Director/Director; Work together to deliver exceptional outcomes
Communication Scope
Communication skills; Presentation skills
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. of a team of over 900, you will be encouraged to learn and to grow, both professionally and personally. An opportunity has arisen for an **Investment Associate** within the Private Clients department at Davy. **About the role** * Working closely with an Associate Director/Director: * Assist in the creation and execution of relationship plans for each client relating to the implementation of their financial plan, adherence with service standards which lead to the development of long-term client relationships; * Identifying revenue potential and opportunities to cross-sell Davy services; * Review existing client relationships, and in line with Investment Strategy, analyse whether the relationships are categorised correctly and therefore managed appropriately; * Execute a engagement plan for each advisory relationship to ensure they receive proactive, relevant and appropriate contact, investment ideas and recommendations and structured portfolio reviews; * Managing MI relating to client relationships; * Deal promptly and efficiently with client queries; * Ensure that a
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