Description
Davy is hiring a Private Client Adviser for its Client Servicing Team within Wealth Operations. The role serves as the first point of contact for clients and prospective clients, manages client suitability and regulatory obligations, supports portfolio management and trade implementation, communicates investment recommendations, prepares client reports, and coordinates with tax advisers, solicitors, brokers, and life offices. Candidates need a business-related degree or master's, a QFA/APA/Certificate in Stockbroking qualification, financial services experience, strong communication and organisational skills, and relevant investment knowledge. The position is subject to Fitness and Probity Standards and eligibility to work in Ireland, and offers a hybrid working model.
