About Davy

Private Clients vacancies

Investment Manager – Portfolio Management, Private Clients

Davy is Ireland's leading provider of stockbroking, wealth management and financial advisory services. We offer a broad range of services to private clients, small businesses, corporations and institutional investors, and organise our activities around four interrelated business areas - Capital Markets, Corporate Finance, Private Clients and Research.

A vacancy has arisen for an Investment Manager to join a Portfolio Management team within Davy Private Clients.

Key responsibilities of this position will include:
  • Full responsibility for management of discretionary client portfolios in conjunction with agreed client mandate and Investment Committee guidance;
  • Responsibility for proactive management of advisory client portfolios in conjunction with Portfolio Managers and in line with agreed client mandate, investment offerings and opportunities;
  • Responsibility for coordinating and managing investment activities;
  • Responsibility for trade implementation including order book management;
  • Significant portfolio analysis with a strong focus on asset allocation and risk drift. Formal Risk Drift Analysis undertaken on a ongoing basis;
  • Participating in the new business process through the preparation of customised investment proposals;
  • Acting as the primary point of contact between the team and the Investment Committee on all investment issues;
Key Requirements:
  • Demonstrable knowledge of financial markets and investments;
  • Keen interest in the investment process and willingness to manage a significant book of assets;
  • The ability to work effectively as part of a team;
  • A flexible, positive attitude towards work with ability to perform under pressure and to multitask as required;
  • Strong organisational, written and verbal communication skills
  • Strong administration skills, efficient typing skills and a high level of proficiency in MS Word, Excel, Outlook and PowerPoint;
  • ISE Certificate in Stockbroking or the willingness to obtain this qualification (or equivalent) within a 12 month period;
  • CFA/QFA qualification or the willingness to obtain this qualification would be beneficial.

If you have any queries in relation to this position please contact Sarah Carroll in the Human Resources Department on 01 614 9098 or email your details to recruitment@davy.ie.

Team Administrator – Davy Private Clients

Davy is Ireland's leading provider of stockbroking, wealth management and financial advisory services. We offer a broad range of services to private clients, small businesses, corporations and institutional investors, and organise our activities around four interrelated business areas - Capital Markets, Corporate Finance, Private Clients and Research.

A vacancy has arisen for a Team Administrator to join a Portfolio Management team within Davy Private Clients.

This position will involve:
  • Provision of general administrative support to a Portfolio Management team;
  • Dealing promptly and efficiently with client queries;
  • Managing reporting and operational tasks on behalf of the team;
  • Preparation of presentations and documentation for client meetings;
  • Completion of minutes of meetings and management of follow up process as required;
  • Updating the customer relationship management system on an ongoing basis;
  • Working with the team on the completion and follow up of Investor Policy Statements;
  • Placing of trades on system as directed by Senior Portfolio Manager.
Key Requirements:
  • A minimum of 3 years administration experience;
  • Strong administration skills, efficient typing skills and a high level of proficiency in MS Word, Excel, Outlook and PowerPoint;
  • A flexible, positive attitude towards work;
  • Excellent attention to detail;
  • An ability to work effectively as part of a team;
  • A professional telephone manner;
  • Excellent organisational skills;
  • An ability to prioritise own workload;
  • ISE Certificate in Stockbroking or the willingness to obtain this qualification (or equivalent) within a 12 month period.

If you have any queries in relation to this position please contact Sarah Carroll in the Human Resources Department on 01 614 9098 or email your details to recruitment@davy.ie.

Financial Planning Manager(Pension Specialist)

Davy Private Clients, Northern Ireland Office

Davy Private Clients is Ireland’s leading provider of investment management services. Our Private Clients division works with individuals, charities and companies to meet their wealth management needs through first-class financial planning, investment management and asset selection. Long-term capital growth and preservation of wealth are at the core of our client offering.

Davy is currently seeking to appoint a Financial Planning Manager, with responsibility for the provision of financial planning advice. The successful candidate will be based in our Northern Ireland Office in Donegall Square, Belfast and will work closely with the existing Portfolio Management team. The successful candidate will have a proven ability in the provision of technical advice.

Key Requirements:
  • Excellent knowledge and understanding of investment products, in particular in the area of pensions and regulated life products and the tax implications of such products;
  • A minimum of five years financial planning experience within the financial services sector or equivalent;
  • A tax or accountancy qualification would be highly beneficial;
  • A strong knowledge of pensions and financial planning issues;
  • Strong client service orientation;
  • Strong communication and presentation skills, verbal and written;
  • Proven team-working skills;
  • Tenacity and goal orientation;
  • High integrity and strong ethical standards;
  • FSA approved status, or appropriately qualified as defined by the FSA in the provision of financial planning advice.

If you have any queries in relation to this position please contact Sarah Carroll in the Human Resources Department on 01 614 9098 or email your details to recruitment@davy.ie.

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