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Investment Consultant, Associate Director - Client Solutions
Davy
Source: Headcount Labs · original listing ↗
Job data: Headcount Labs, ODbL 1.0. Job descriptions belong to their employers.
Posted Oct 20
About this role
About us From day one, you will notice there is something special about working at Davy. Our success is built on 100 years of forging strong relationships with our clients and developing the careers of Ireland's future business leaders. Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of services to high-net-worth individuals, self-directed investors, small-to-medium enterprises, credit unions, corporations, and domestic and international institutional investors. Our culture is shaped around three values which are at the heart of everything we do: client success, one Davy, and building a proud legacy. Sharing the same goals, we work together to deliver exceptional outcomes for our clients. As part of a team of over 900, you will be encouraged to learn and to grow, both professionally and personally. About the role An exciting opportunity has opened for an Investment Consultant to join the Client Solutions team. This Associate Director level role forms part of a specialist investment consulting team responsible for providing sophisticated investment expertise and advice across our Wealth Management client base, with a particular focus on complex and Ultra High Net Worth client situations. Working closely with Client Advisers, our Investment and Financial Planning teams the successful candidate will support the design and delivery of investment solutions tailored to clients' objectives, risk profiles and long-term wealth planning needs. The role combines strong technical investment expertise, commercial awareness and effective stakeholder engagement to help deliver exceptional client outcomes. Key responsibilities Investment consulting and client advice * Provide specialist investment expertise in support of Client Advisers serving UHNW and other complex client relationships. * Develop investment recommendations and portfolio solutions aligned with client objectives, risk tolerance and investment requirements. * Undertake portfolio analysis, asset allocation reviews, manager due diligence and investment research. * Support the assessment and implementation of bespoke investment solutions where client circumstances require more sophisticated analysis. * Analyse portfolio risk, performance and investment outcomes, and communicate findings clearly to internal stakeholders and clients. Complex client engagement * Participate in client meetings where specialist investment expertise is required, working alongside the relevant relationship owner. * Present investment recommendations, market insights and portfolio considerations in a clear and accessible manner. * Work collaboratively with relationship teams to address complex client needs and support key client decisions. * Assist advisers and wealth managers in articulating investment strategies and recommendations to clients. Investment proposition and technical contribution * Maintain deep expertise across capital markets, investment products, portfolio construction methodologies and emerging investment trends. * Contribute to the ongoing development of investment frameworks, tools and client solutions. * Prepare technical content for client communications, investment commentary and market updates. * Support the development of specialist investment knowledge across the wider Wealth Management business. Team contribution * Mentor junior colleagues and contribute to the development of technical capability within the team. * Share best practice and technical expertise across Client Solutions. * Work closely with colleagues across Investments, Financial Planning and Wealth Management to support integrated client outcomes. * Contribute to business development activity and prospect engagements where specialist investment input is required. Requirements About you We are looking for somebody who has the following background and skills: * Advanced degree in finance, economics, or related field. * 7-10 years' experience in investment consulting, discretionary portfolio management, investment strategy or wealth management. * Strong technical understanding of portfolio construction, strategic asset allocation, manager selection and risk management. * Experience supporting high-net-worth or ultra-high-net-worth clients, either directly or through adviser and relationship teams. * CFA Charterholder, or significant progression towards a recognised professional investment qualification. * Excellent analytical and quantitative skills, with a strong attention to detail. * Strong communication and presentation skills, with the ability to explain complex investment concepts to technical and non-technical audiences. * A collaborative working style and the ability to influence effectively across multiple stakeholder groups. * Sound judgement and a consistent focus on delivering strong client outcomes. Preferred experience * Experience working with complex private client structures, including family offices, trusts or investment companies. * Experience supporting adviser or relationship management teams in complex client situations. * Additional relevant qualifications such as CAIA, CFP, QFA or equivalent. * Experience contributing to investment proposition development, investment governance or technical training. Technical skills * Proficiency in portfolio analytics, investment research and risk management tools. * Strong Excel and financial modelling capabilities. * Familiarity with investment platforms, reporting systems and market data services. * Experience analysing portfolio performance, risk metrics and capital market assumptions. *The position set out above is defined as a “Controlled Function (CF)” role, namely CF3, CF4, CF10.under Section 20 of the Central Bank Reform Act 2010 and Schedule 1 of the Regulations (S.I. No. 437 of 2011) as amended. In accordance with Section 21 of the Central Bank Reform Act 2010 and the Fitness and Probity Standards 2014, any offer of employment is conditional upon you demonstrating that you meet the Fitness & Probity requirements, applicable to this position. The role is also subject to the Minimum Competency Code and therefore there is a requirement to hold, or be willing to take the APA (Regulation & Investment) or (Pensions) or Registered Stockbroker or QFA exams.* Benefits What we offer At Davy, our people are our biggest investment. In today’s fast-moving world, we know it’s important to feel secure and empowered. That’s why Davy benefits support you through all of life’s stages, offering health and wellness, flexible working options, flexible benefits allowance, learning and development opportunities, through to assisted retirement planning. Health and Wellbeing Psychological safety, emotional wellbeing and support are a priority at Davy. We offer a comprehensive Employee Assistance Programme (EAP) and mental health first aid. Our Sports & Social teams promote physical wellbeing and social connection. Reward and Recognition We offer a competitive remuneration package to include salary, bonus, pension and a host of additional benefits to protect you and your family when it matters most. Growth and Development Our award-winning L&D function supports you and your growth at Davy. We offer a comprehensive range of professional and personal development opportunities. Our culture supports learning, and we encourage you to explore more at Davy. Positive Workplace Our workplace is inclusive, diverse, and offers everyone a sense of belonging. We are flexible and continue to support a hybrid working model. You will get to be your best at Davy. Values and Culture Exceptional client outcomes delivered by a world class team, underpinned by our core Davy values – One Team, Client Success, and Proud Legacy. Important Information Davy is an equal opportunities employer, committed to fostering an inclusive and diverse workplace. We value diversity in both background and experience, and even if you don’t meet all of the requirements outlined in the job description, we still encourage you to apply. We review all applications received. As part of our commitment to creating an accessible environment, we want to ensure that everyone has an equal opportunity to participate in the interview process. If you require any reasonable accommodations, please let us know, and we will do our best to make the necessary arrangements. Appointment to this role is subject to the candidate's eligibility to work in Ireland. Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to us by recruitment agencies will not be accepted for this role. Davy Group is a member of the Bank of Ireland Group.