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Davy

Business Management, Senior Associate

Posted 7 Days Ago
Be an Early Applicant
In-Office
Dublin
Mid level
In-Office
Dublin
Mid level
This role supports the wealth management operations by contributing to projects, delivering tasks, and building relationships with stakeholders. Candidates should have experience in financial services with knowledge of regulations, teamwork skills, and proficiency in MS Office tools.
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About us 

From day one, you’ll notice there is something special about working at Davy. Our success is built on nearly 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 & 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

This role is responsible for providing key business support the to the WM Division. This is an exciting opportunity for a person who is looking to work in wealth management or operations currently working at an Associate or Senior Associate level with exceptional drive, determination, and a proven track record of working exceptionally well within a dynamic team environment.

Key responsibilities:

  • Assisting the business management team in their support of the wealth management operation functions.
  • Contribute to the delivery of WM projects and initiatives.
  • Assist the Business Management team in the running of WM project steering committees.
  • Successful delivery of tasks assigned by the Business Management team.
  • Develop a thorough understanding of all areas of the WM business.
  • Build relationships relevant internal stakeholders.
  • Contribute significantly to ensuring the key objectives of the business management team are achieved.

Requirements

About you

We are looking for somebody who has the following background and skills: 

  • 2-3 years’ experience in financial services, preferably MiFID investment firms.
  • Knowledge of key regulations impacting Wealth Management.
  • Proven history of being key contributor within a team.
  • Knowledge of Davy Operations, particularly Wealth Management.
  • Excellent motivational, communication and people skills with a keen attention to detail.
  • Systems skills and a high level of proficiency in MS Word, Excel, Outlook and PowerPoint.

What we offer 

We offer a range of benefits and experiences to support your professional and personal growth, whatever your career stage. Our benefits are not just a number. Yes, we offer competitive salary, annual performance-related discretionary bonus, annual flexible benefits, employer pension contribution, and multiple insurance coverage. But more than that, we focus on developing our people to be their best, professionally and personally.  

Training support provided by award-winning Learning & Development Team, extensive sports & social programmes (including free on-site gym & fitness studio), flexible working options, employee assistance programme, enhanced leave options, and social & community care initiatives are just some of the ways our people can empower themselves to be their best. 

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. 

Top Skills

Excel
Ms Word
Outlook
PowerPoint
HQ

Davy Dublin, Dublin, IRL Office

Davy House, 49 Dawson Street, Dublin, Ireland

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