Davy
The Investment Consultant, Associate Director role within the Client Solutions team provides sophisticated investment expertise and advice to a wealth management client base, with a focus on complex and Ultra High Net Worth situations. The position involves collaborating with Client Advisers and Financial Planning teams to design and deliver tailored investment solutions that align with client objectives and risk profiles. This role requires strong technical investment expertise, commercial awareness, and effective stakeholder engagement to deliver exceptional client outcomes.
Headquarters
Dublin 2, Leinster, Ireland
Company Size
501-1000 employees
Founded
1926
Davy Group is a leading financial services firm in Ireland, specializing in Wealth Management and Capital Markets. It provides a comprehensive range of services, including financial and retirement planning, as well as corporate finance, equities, and investment advice. Davy is recognized for its dedicated approach to client relationships and its commitment to delivering tailored financial solutions. By combining expertise with innovative strategies, Davy aims to support clients in achieving their financial goals.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Davy.
Davy didn’t post a salary, so this is our estimate from similar listings.
8% above the average for this role