Private Client Adviser
Davy · Dublin, County Dublin
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- Company
- Davy
- Location
- Dublin, County Dublin
- Employment type
- Full-time
- Posted
- July 3, 2026
About this job
About the role An exciting opportunity has arisen for a Private Client Adviser to join a newly established team in Davy. In the role, the successful candidate will: Build strong, trusted relationships by understanding clients' goals, priorities and personal circumstances. Provide clear, compliant financial advice and develop tailored financial plans aligned to client needs. Review the client list to ensure that relationships meet defined minimum targets; Identify prospects with significant revenue potential, proactively pursue leads, Regular pipeline activity / management; Skilled business developer, adept at identifying and developing new business opportunities to ensure effective opportunity streams for new clients, assets and revenues; Highly skilled in engaging and influencing others…
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