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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management and financial planning, with a strong focus on compliance and risk management. Proficient in utilizing Microsoft Office and CRM tools to enhance client engagement and service delivery.
Highest-signal resume keywords
QFA QualificationClient Relationship ManagementMicrosoft Office ProficiencyInvestment Strategy UnderstandingRegulatory Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningClient EngagementPortfolio ReviewCross-Selling ServicesData Management
Soft Skills
Strong Communication SkillsExcellent Attention to DetailOrganizational SkillsClient FocusAbility to Prioritize Workload
Tools & Technologies
Microsoft ExcelMicrosoft WordMicrosoft PowerPointCRM Software
Certifications & Qualifications
QFA QualificationAPA (Regulation & Investment)Registered Stockbroker
Industry Keywords
Risk Management FrameworkInvestment StrategyCompliance FrameworkFinancial ServicesClient Queries
About the role
Key responsibilities & impact- Work closely with an Associate Director/Director
- Assist in creating and executing relationship plans for clients
- Support implementation of clients’ financial plans and adherence to service standards
- Identify revenue potential and opportunities to cross-sell Davy services
- Review client relationships and assess categorisation and management in line with Investment Strategy
- Execute engagement plans for advisory relationships
- Provide proactive client contact, investment ideas, recommendations and structured portfolio reviews
- Manage management information relating to client relationships
- Deal promptly and efficiently with client queries
- Ensure activities comply with regulatory requirements, Davy’s Risk Management Framework, internal policies and policy standards
- Act as an expert and influential contact for Davy services and client queries
- Network with peers at industry events
- Comply with risk and compliance frameworks, policies and procedures
Requirements
What you’ll need- Degree or Masters in Business related area
- 2-3 years industry experience
- QFA qualification
- High proficiency in Microsoft Office applications, particularly Excel, Word and PowerPoint
- Proficiency in CRM
- Commitment to further education and continuous learning
- Demonstrable interest and understanding of investments
- Strong client focus
- Strong communication and presentation skills
- Excellent attention to detail
- Excellent organisational skills
- Ability to prioritise own workload
- Must meet applicable Fitness & Probity requirements for the CF3, CF4, CF10 Controlled Function role
- Must hold or be willing to take the APA (Regulation & Investment) or (Pensions), Registered Stockbroker, or QFA exams
- Eligibility to work in Ireland
Benefits
Comp & perks- Health and wellness support
- Flexible working options
- Flexible benefits allowance
- Learning and development opportunities
- Assisted retirement planning
- Comprehensive Employee Assistance Programme (EAP)
- Mental health first aid
- Sports & Social teams promoting physical wellbeing and social connection
- Competitive remuneration package including salary, bonus and pension
- Additional benefits to protect you and your family
- Professional and personal development opportunities
- Hybrid working model
- Inclusive and diverse workplace
- Reasonable accommodations for the interview process