Client Adviser - Senior Associate
Davy · Dublin, County Dublin
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- Company
- Davy
- Location
- Dublin, County Dublin
- Posted
- June 11, 2026
About this job
About the role An exciting opportunity has opened up within Wealth Operations within the Davy Select Division. In the role, the successful candidate will: Private Client Adviser for Client Servicing Team (“CST”). Responsibility for Client Servicing Team (“CST”) client base, acting as a professional first point of contact for clients and prospective clients. Undertake Client Suitability obligations as part of regulatory ongoing suitability assessment. Proactive & Ongoing engagement with Risk, Compliance & Legal Teams to ensure appropriate client engagement. Providing support to wider Client Servicing Team (“CST”) with key project deliverables.…
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