Assistant Private Client Adviser

Davy · Dublin, Leinster

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Company
Davy
Location
Dublin, Leinster
Employment type
Full-time
Posted
September 3, 2026

About this job

About the role An exciting opportunity has opened up as an Assistant Private Client Adviser. 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; Identifying revenue potential and opportunities to cross-sell Davy services; 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,…

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