Social network you want to login/join with:
Investment Associate - Cork Office, Cork
col-narrow-left
Client:
Location:
Cork, Ireland
Job Category:
Other
-
EU work permit required:
Yes
col-narrow-right
Job Reference:
4b97ba58c8b0
Job Views:
4
Posted:
27.06.2025
Expiry Date:
11.08.2025
col-wide
Job Description:
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
Based in our Cork office, an exciting opportunity has arisen for a Investment Associate to join our Wealth Management division. In the role, the successful candidate will:
* Working closely with an Associate Director/Director:
* Assist in the creation and execution of relationship plans for each client relating to the implementation of their financial plan, adherence with service standards which lead to the development of long-term client relationships;
* identify any areas across the business we can assist our clients to ensure all their objectives are met
* Review existing client relationships, and in line with Investment Strategy, analyse whether the relationships are categorised correctly and therefore managed appropriately;
* Execute a engagement plan for each advisory relationship to ensure they receive proactive, relevant and appropriate contact, investment ideas and recommendations and structured portfolio reviews;
* Managing MI relating to client relationships;
* Deal promptly and efficiently with client queries;
* 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;
* Be recognised as an expert and influential contact for Davy’s services and in relation to client queries;
* Ability to network with peers at industry events.
* Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.
Requirements
About you
We are looking for somebody who has the following background and skills:
* Degree or Masters in Business related area;
* Up to 12 months experience desired but not essential;
* APA Savings & Investments and/or APA Pensions qualification with a willingness to complete QFA qualification;
* A high degree of proficiency in Microsoft Office applications, particularly Excel, Word and PowerPoint;
* Proficient in CRM;
* A commitment to further education and continuous learning;
* Demonstrable interest and understanding of investments;
* Strong communication and presentation skills;
* Excellent attention to detail;
* Excellent organisational skills;
* An ability to prioritise own workload.
What we offer
We offer a range of benefits and experiences to support your professional and personal growth, whatever your career stage. Our benefits are not just a number. Yes, we offer competitive salary, annual performance-related discretionary bonus, annual flexible benefits, employer pension contribution, and multiple insurance coverage. But more than that, we focus on developing our people to be their best, professionally and personally.
Training support provided by award-winning Learning & Development Team, extensive sports & social programmes (including free on-site gym & fitness studio), flexible working options, employee assistance programme, enhanced leave options, and social & community care initiatives are just some of the ways our people can empower themselves to be their best.
#J-18808-Ljbffr