At a Glance
- Tasks: Manage high-net-worth client relationships and provide holistic wealth advice.
- Company: Join Davy, a leading wealth management firm with a century of success.
- Benefits: Enjoy competitive pay, flexible working, and comprehensive health support.
- Other info: Inclusive culture with strong focus on personal and professional growth.
- Why this job: Be part of an expanding team making a real impact in wealth management.
- Qualifications: Chartered status in Wealth Management and 3+ years of advisory experience required.
The predicted salary is between 59400 - 72600 £ per year.
About us
At Davy, it’s the unique talents of all our people that have been the foundations of our success for 100 years. As we continue to grow, so do you. Because you are not just part of our team – you are a key player in shaping our future. 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 & 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.
As part of a team of over 900, you will be encouraged to learn and to grow, both professionally and personally. As our London office expands, the successful candidate will become a key member of Davy’s wealth management team, managing a book of high-net-worth private client relationships across London and the South East of England. The role befits a mature and experienced wealth manager looking for a new and rewarding challenge in an ambitious and leading wealth management organisation.
About the role
As an experienced, competent Wealth Manager you will be experienced in advising high-net-worth clients and professionally qualified to Chartered status. You will be responsible for providing holistic wealth advice across our suite of investment strategies and financial planning structures. Working alongside our Head of London office and Director of Business Development, you will be responsible for pursuing new business opportunities as part of our expansion programme. You will engage with existing and prospective clients; with an ongoing flow of new client leads generated both through our Director of Business Development and personally.
This is a very exciting time to join a business that is rapidly expanding with fantastic future career opportunities. In the role, the successful candidate will:
- Manage long-term, high-net-worth client relationships;
- Have strong, demonstrable experience in advising on holistic financial planning, including pensions and succession planning;
- Develop financial plans for existing or prospective clients, providing them with the appropriate investment advice and structures to meet their needs;
- Develop and implement tailored financial strategies including retirement planning, tax optimisation and estate planning;
- Stay current with pension and tax legislation and regulatory changes to ensure clients receive accurate and compliant advice;
- Proven experience in generating new business opportunities;
- Pursue leads and co-ordinate business development effort alongside our London office’s Director of Business Development;
- Develop junior members of the team to ensure the team deliver the highest standards of professionalism and technical competence.
About you
We are looking for somebody who has the following background and skills:
- Relevant Wealth Management qualification (Dip CII or CISI, ideally to Chartered status) and meet current Statement of Professional Standing requirements (essential);
- Previous experience providing holistic wealth advice on a wide range of products and services;
- Have previously worked as a Wealth Manager, Financial Planner or in a similar role, with at least 3 years of advice experience;
- A demonstrable track record of delivering advice to high net worth clients and achieving new business growth;
- Excellent verbal and written communication skills;
- Strong influencing, commercial negotiation and presentation skills;
- A proven team player, with a ‘hands-on’ approach to achieving positive outcomes;
- Ability to deal effectively with conflicting requirements, and adapt and respond at short notice;
- A dynamic individual capable of self-motivated, innovative development;
- At least 3 years’ experience in wealth management, in a client facing advice role;
- Excellent administration and IT skills, including a strong understanding of MS Office, Excel and PowerPoint;
- Ability to operate within a compliant framework and adhere to corporate and regulatory quality standards;
- A high level of initiative and enthusiasm with the ability to identify opportunities within the market.
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.
Davy Group is a member of the Bank of Ireland Group.
Wealth Manager employer: Davy
At Davy, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work environment in our Belfast office. Our commitment to employee growth is evident through our award-winning learning and development programmes, alongside flexible working options that promote a healthy work-life balance. With a strong focus on client success and a culture of collaboration, you will be empowered to make a meaningful impact while enjoying a competitive remuneration package and comprehensive benefits.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Davy. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Wealth Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Davy.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Davy's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Davy
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Davy.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Davy will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Davy employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
