Jobs at Davy

Provide frontline client service and administration for pension clients: respond to enquiries, maintain records, assist onboarding, liaise with internal teams, support process improvements, and ensure regulatory compliance.

Support an Associate Director/Director in managing private client relationships: implement financial plans, identify revenue and cross-sell opportunities, deliver investment ideas and portfolio reviews, manage client MI, handle queries, ensure regulatory and risk compliance, and network at industry events.

The Senior Java Developer will lead the design and implementation of scalable solutions, mentor junior members, and collaborate effectively with stakeholders to enhance system capabilities and drive innovation within the team.

Provide first-line client servicing for wealth clients: ongoing suitability assessments, portfolio oversight and trade implementation, coordinate with internal investment teams, prepare client reporting, document meeting minutes and follow-ups, and liaise with external advisers (tax, legal, brokers, life offices). Ensure regulatory compliance and support CST project deliverables.

The Senior Data Analyst will support the Investment Management team, translating complex datasets into insights, developing analytical models, and collaborating with data engineers on analytics and data solutions.

The ESG Data & Reporting Lead will develop ESG data capabilities, reporting solutions, and manage stakeholder communications, focusing on regulatory compliance and data governance.

Reconcile, receipt, and credit client dividends; record and settle market claims; protect client entitlements; reconcile internal dividend accounts weekly; liaise with paying agents and internal teams; assist with management information and control reporting.

Provide tax planning and advisory services to high-net-worth and corporate clients, support financial advisers with technical tax input, develop tax-efficient wealth strategies, produce technical updates and training, and ensure compliance with risk and Fitness & Probity standards while promoting and innovating the firm's financial planning offering.

Lead the investment team in fund management, oversee performance reporting, conduct quantitative analysis, and drive operational efficiency while mentoring team members.

Lead privacy risk and governance for data, digital and AI initiatives. Conduct DPIAs/LIAs, embed Privacy by Design, advise stakeholders, support vendor due diligence, maintain RoPAs, deliver training, and ensure GDPR and EU AI Act compliance.

Support project delivery within the central PMO by translating business needs into requirements and user stories, mapping and improving processes, producing reports and dashboards, engaging stakeholders, assisting project managers with planning and governance, supporting UAT and change readiness, and ensuring alignment with regulatory and internal control requirements.

Manage long-term high-net-worth client relationships, deliver holistic financial planning (pensions, succession, tax, estate), develop tailored investment strategies, generate new business, support business development, and mentor junior team members while ensuring regulatory compliance.

Support Associate Director/Director in managing private client relationships: implement financial plans, identify revenue and cross-sell opportunities, perform relationship reviews and MI, handle client queries, execute engagement plans, ensure regulatory and risk compliance, and represent Davy at industry events.

Lead Davy's Compliance Advisory team, providing regulatory advice across MiFID, MAR, AML/CFT and other EU/CBI requirements. Drive regulatory change, deliver compliance training, maintain policies, support the CCO with regulator and board engagements, oversee strategic compliance projects, and develop a high-performing team embedded in the wider Bank of Ireland Group Compliance framework.

Support senior compliance staff by providing regulatory advice (MiFID, CPC, SFDR), monitor business activities for compliance, build MI/dashboards and KRIs, assist with regulatory aspects of projects and reporting, and review business and marketing materials for regulatory adherence.

Monitor compliance with the firms Compliance Framework and regulatory obligations across capital markets. Analyse trade surveillance alerts and electronic/telephone communications, support monitoring program development, maintain records, assist on compliance projects, and ensure adherence to trading venue and Takeover Panel rules. Provide administrative and continuous improvement support within the Risk and Compliance framework.

Monitor firm-wide compliance with regulatory frameworks (MiFID II, MiFIR, Market Abuse, Financial Crime), review policies and client portfolio suitability, develop and execute monitoring tests, maintain records, liaise with regulators, support compliance projects and provide administrative compliance support.

Lead the firm's Training & Competence framework for wealth management: maintain T&C schemes, assess adviser competence, ensure regulatory compliance, run competency assessments and supervision, produce MI and reporting, identify skills gaps, and drive continuous improvement in adviser quality and governance.

Provide tailored, compliant financial advice and wealth management to private clients. Build and manage client relationships, identify and pursue new business, manage portfolios across pensions, savings and investments, collaborate with Bank of Ireland/Davy partners, ensure regulatory compliance, lead or direct colleagues through complex client solutions, and drive business improvement initiatives.

Provide broker-facing support including account openings, settlement and operations management, reconciliations and controls, MI updates, administrative support, process improvements, training junior staff, participating in projects, and ensuring compliance with risk and regulatory frameworks.