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 arisen for a Private Client Adviser to join a newly established team in Davy.  In the role, the successful candidate will: Build strong, trusted relationships by understanding clients' goals, priorities and personal circumstances. Provide clear, compliant financial advice and develop tailored financial plans aligned to client needs. Review the client list to ensure that relationships meet defined minimum targets; Identify prospects with significant revenue potential, proactively pursue leads, Regular pipeline activity / management; Skilled business developer, adept at identifying and developing new business opportunities to ensure effective opportunity streams for new clients, assets and revenues; Highly skilled in engaging and influencing others to create and grow effective partnerships, both internally and externally, to drive new business performance; Grow new and existing business across savings, pensions and investment solutions using Bank of Ireland's/Davy Wealth propositions and platforms. Work closely with Bank of Ireland branch and Davy colleagues and bank partners to build effective referral relationships, pursue leads and support new business opportunities. Skilled in directing and managing (formally or informally) others involved in complex processes to ensure ultimate successful delivery of client advice and service; Expert in making informed transparent decisions, considering the broader/longer term implications for the benefit of client and business. They must also be capable of engaging, directing and managing others in this decision making process and the execution of any solution, gaining consensus and agreement and managing collective work to successful conclusion; Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Davy’s Risk Management Framework and internal Policies and Policy Standards; Take ownership for issues that impact clients, leading others where necessary to resolve them and proactively seeking opportunities to lead in develop business improvement (e.g. segmentation initiatives and projects) with the objective of identifying issues, solving problems and enabling breakthrough innovations as well as incremental improvements to the business and our client service; What will make you stand out? You are client focused and take pride in delivering advice with integrity, professionalism and care. With circa 5 years' experience providing financial advice, including, some or all of the following: pensions, investment, protection, either within Ireland or outside of Ireland. Previous experience in a Mifid firm is desirable but not essential. You are organised and proactive, managing your time effectively while maintaining high standards of administration and compliance. You enjoy building relationships and working collaboratively with colleagues and referral partners. You are curious about economic and product developments and motivated to continue developi