Job Opportunities API

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 em