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Private Client Adviser - Client Servicing Team - Job Opportunity at Davy

Dublin, Ireland
Full-time
Mid-level
Posted: May 20, 2025
On-site
EUR 65,000 - 85,000 base salary plus bonus potential of 15-25% based on Dublin market conditions and role scope

Benefits

Competitive base salary
Annual performance bonus
Comprehensive pension plan
Multiple insurance coverages
On-site gym and fitness studio
Flexible working options
Professional development support
Enhanced leave options
Employee assistance program
Extensive sports & social programs

Key Responsibilities

Lead client relationship management for high-net-worth portfolio
Execute portfolio management and trading strategies
Conduct strategic client portfolio reviews and risk assessments
Coordinate with cross-functional teams for investment solutions
Manage regulatory compliance and documentation
Drive client service optimization initiatives
Develop and maintain professional network relationships
Prepare comprehensive client reporting and analysis

Requirements

Education

Degree or Masters in Business related area

Experience

Minimum 3 years Financial services experience

Required Skills

Exceptional customer relations and interpersonal skills Excellent oral and written communications skills Strong general administration skills High proficiency in MS Office suite Well organized with attention to detail Team collaboration abilities

Certifications

QFA/APA/Certificate in Stockbroking required CFP desirable
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Sauge AI Market Intelligence

Industry Trends

The wealth management sector in Ireland is experiencing significant growth due to increasing high-net-worth population and regulatory evolution Digital transformation is driving demand for advisers who can balance traditional relationship management with modern portfolio tools ESG and sustainable investing considerations are becoming increasingly important in client portfolio management Post-Brexit positioning has strengthened Dublin's role as a financial hub, creating increased demand for wealth management professionals

Role Significance

Likely part of a 10-15 person client servicing team within larger wealth management division of 900+ employees
Mid to senior position with significant client relationship responsibility and portfolio management authority

Key Projects

Client portfolio optimization and rebalancing initiatives Regulatory compliance implementation programs Digital service delivery enhancement projects Cross-departmental workflow optimization efforts

Success Factors

Strong relationship management capabilities with high-net-worth clients Deep understanding of investment products and market dynamics Excellent regulatory compliance awareness and risk management skills Ability to balance client service excellence with business development objectives

Market Demand

High demand with steady growth trajectory due to wealth management sector expansion and increasing regulatory requirements

Important Skills

Critical Skills

Relationship management expertise - essential for maintaining high-net-worth client portfolio Investment knowledge - crucial for portfolio management and client advice Regulatory compliance understanding - vital for risk management and client protection Communication skills - key for client interaction and internal collaboration

Beneficial Skills

Project management capabilities - valuable for handling service optimization initiatives Digital platform proficiency - important for modern wealth management tools Network development abilities - helpful for business growth ESG investment knowledge - increasingly important for client portfolio management

Unique Aspects

Integration of traditional wealth management with modern financial technology platforms
Strong emphasis on professional development and certification support
Comprehensive benefits package exceeding industry standards
Clear career progression framework within established financial institution

Career Growth

2-3 years in role before progression opportunity, with fast-track potential based on performance and certification completion

Potential Next Roles

Senior Private Client Adviser Team Lead - Client Services Head of Private Client Services Wealth Management Director

Company Overview

Davy

Davy is Ireland's leading wealth management and capital markets firm with nearly 100 years of history and over 900 employees

Market leader in Irish wealth management sector with strong institutional backing as part of Bank of Ireland Group
Dominant position in Dublin financial services sector with growing international reach
Professional yet collaborative environment with strong emphasis on personal development and client service excellence
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