Investment Consultant Associate Director
Davy
Investment Consultant Associate Director
Davy
Wealth management and financial planning services
Davy · Dublin, Ireland (Hybrid) · — · Posted 2026-10-20
Workplace: hybrid
Department: PCROI
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
Complex client engagement
Investment proposition and technical contribution
Team contribution
About you
We are looking for somebody who has the following background and skills:
Preferred experience
Technical skills
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.
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.
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Davy provides wealth and investment services in Ireland and the UK, offering financial planning and investment advice for high-net-worth individuals, SMEs, and institutional clients. It uses a team-based advisory approach to assess goals, craft tailored plans, and provide ongoing guidance through a network of professionals, backed by Bank of Ireland. The company differentiates itself with a long history (since 1926), strong client relationships, and a culture focused on client success, collaboration, and staff development, supported by its parent group for scale and stability. Its goal is to help clients achieve their financial objectives over time while growing its people and relationships.
Explore more opportunities at Davy