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© All Rights Reserved. ApplyBlast.com
Davy
Davy is seeking a Private Client Adviser to join a newly established team, focusing on building trusted relationships with high-net-worth individuals and delivering tailored financial advice. The role involves developing comprehensive financial plans, identifying new business opportunities, and managing client portfolios across savings, pensions, and investment solutions. This position requires a client-focused professional with significant experience in financial advice and portfolio management to drive growth and ensure regulatory compliance.
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
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Davy didn’t post a salary, so this is our estimate from similar listings.