Davy Benefits Overview

Conduct ongoing customer due diligence, transaction monitoring, sanctions and PEP screening, and financial crime investigations. Analyze transactions for fraud, AML, terrorist financing, market abuse, and suspicious activity. Document assessments, escalate high-risk alerts, draft SAR/STR narratives, meet review KPIs, and support second-line teams responding to regulatory queries.

Provides holistic financial planning and investment advice to high-net-worth individuals, families, and corporate clients across investments, pensions, retirement, and protection. Builds trusted client relationships, converts referrals into new business, manages prospect pipelines, develops tailored financial plans, and ensures regulatory compliance. The role also involves coordinating colleagues and partners, managing complex client processes, resolving issues, and identifying opportunities to improve client service and business performance.

Lead Davy’s resilience testing, business continuity, and incident-management activities across important business services and DORA critical ICT functions. Responsibilities include maintaining continuity plans, impact analyses, governance documents, and playbooks; coordinating resilience incidents and crisis responses; applying Central Bank and DORA requirements; supporting resilience training; and liaising with regulators, Internal Audit, and control functions.