Senior Investment Consultant, Director - Ultra High Net Worth Clients

About us  

From day one, you’ll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland’s future business leaders.   

 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 for a Senior Investment Consultant to join Davy. This Director level position is responsible for providing sophisticated investment consulting services to Ultra High Net Worth (UHNW) clients. This role combines deep technical expertise with exceptional relationship management skills to deliver comprehensive investment solutions that address complex wealth management needs. In the role, the successful candidate will be responsible for:

Strategic Investment Advisory

• Lead the development and implementation of tailored investment strategies for UHNW clients, incorporating their unique objectives, risk tolerance, and multi-generational wealth transfer goals
• Provide expert guidance on portfolio construction, asset allocation, manager selection, and risk management across traditional and alternative investments
• Conduct sophisticated portfolio analysis and optimization, including stress testing and scenario analysis

Team Leadership & Business Development

• Mentor junior team members and contribute to the professional development of the UHNW practice
• Participate in new business development initiatives and prospect meetings
• Contribute to the firm's thought leadership through white papers, presentations, and speaking engagements
• Help shape the strategic direction of the UHNW practice

Requirements

About you  

We are looking for somebody who has the following background and skills: 

• 12+ years of investment consulting or wealth management experience, with significant focus on UHNW clients
• Advanced degree in finance, economics, or related field
• CFA designation
• Comprehensive understanding of portfolio management, risk analysis, and alternative investments
• Outstanding analytical and quantitative skills
• Superior communication and presentation abilities
• Proven track record of building and maintaining UHNW client relationships

Preferred

• Additional relevant certifications (CAIA, CFP, etc.)
• Experience with family office structures and governance

Technical Skills

• Proficiency in portfolio analytics and risk management software
• Advanced Excel and financial modeling capabilities
• Familiarity with major investment management platforms
• Experience with capital markets assumptions and portfolio optimization tools

Important Information  

Davy is an equal opportunities employer, committed to fostering an inclusive and diverse workplace. We value diversity in both background and experience, and even if you don’t meet all of the requirements outlined in the job description, we still encourage you to apply. We review all applications received. As part of our commitment to creating an accessible environment, we want to ensure that everyone has an equal opportunity to participate in the interview process. If you require any reasonable accommodations, please let us know, and we will do our best to make the necessary arrangements.   

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. 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. 

Appointment to this role is subject to the candidate's eligibility to work in Ireland.  

Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to us by recruitment agencies will not be accepted for th