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Client Solutions Senior Associate

Davy
Irelandfull_timeVerifiedPosted 15 Jan 2024

About the role

<p>The Davy Group is Ireland’s leading provider of wealth management, asset management, capital markets and financial advisory services. You can read more about our growing company here: <a href="http://www.davy.ie/" rel="nofollow noreferrer noopener" target="_blank"><strong>www.davy.ie</strong></a></p><p>We value our employees as much as our clients and are committed to embracing diversity in all its forms recognising that the breadth of thought, perspective and experience that emerges from a diverse workforce is essential to deliver on our core values.</p><p>Performance related bonus awards, generous pension contributions and investment in your further education demonstrate the value we place in developing and rewarding our staff.</p><p></p><p>An opportunity has arisen as a Senior Associate in our Client Solutions team in our Private Client division. This role would be ideally suited to someone with work experience in a professional services environment. </p><p></p><p><strong>Key Responsibilities:</strong></p><ul> <li>Work with Client Advisers in setting investment strategies for their clients</li> <li>Help coordinate tenders and responses to Requests for Proposal for new mandates</li> <li>Develop a strong understanding of the relevant regulatory environment to act as a resource for adviser queries</li> <li>Participate in Change projects across the business</li> <li>Comply with the Risk and Compliance frameworks, policies and procedures associated with the role</li> </ul><p></p><p><strong>Requirements</strong></p><ul> <li>Relevant 3rd level Degree or Masters in business/finance/accountancy or engineering</li> <li>APA Savings and Investments qualification or equivalent is desirable</li> <li>Accountancy qualification desirable</li> <li>Professional Services experience desirable</li> <li>Willingness to pursue further professional qualifications</li> <li>Excellent information technology capability, including a high level of proficiency in Microsoft Office products (particularly Excel, Outlook, Word, PowerPoint)</li> <li>Excellent analytical and quantitative skills</li> <li>Strong communication and presentation skills; verbal and written</li> <li>High level of accuracy with strong attention to detail</li> </ul><p> </p><p><em>The position set out above is defined in the Fitness &amp; Probity Standards issued by the Central Bank of Ireland (“Fitness &amp; Probity Standards”) as a “Controlled Function (CF)”, namely CF3, CF4 and CF10. The role is also subject to the Minimum Competency Code. In compliance with the Fitness and Probity Standards, any offer of employment is conditional upon you demonstrating that you meet the Standards.”</em></p><p></p><p>Davy is an equal opportunities employer and we are committed to fostering an inclusive workplace. We value diversity both in background and in experience. You might not meet all of the requirements outlined in the above job description, but we would still like to hear from you. We review all applications received. </p><p>Appointment to this role is subject to the candidate's eligibility to work in Ireland.</p><p>Davy Group is a member of the Bank of Ireland Group.</p>

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Davy

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