Investment Associate

About the Company

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.

Responsibilities

• Assist in the creation and execution of relationship plans for clients relating to financial plan implementation
• Identify revenue potential and opportunities to cross-sell Davy services
• Review existing client relationships in line with Investment Strategy
• Execute engagement plans to ensure proactive contact, investment ideas, and structured portfolio reviews
• Manage MI relating to client relationships
• Deal promptly and efficiently with client queries
• Ensure all activities comply with regulatory requirements and internal Risk Management Frameworks
• Network with peers at industry events

Requirements

• Degree or Masters in a business-related area
• 2-3 years of industry experience
• QFA qualification
• Proficiency in Microsoft Office (Excel, Word, PowerPoint)
• Proficiency in CRM software
• Demonstrable interest and understanding of investments
• Strong communication and presentation skills
• Excellent attention to detail and organizational skills

Preferred Qualifications

• Willingness to take APA (Regulation & Investment) or (Pensions) or Registered Stockbroker exams if required