Team Co-Ordinator - Ultra High Net Worth Team

Team Co-Ordinator - Ultra High Net Worth Team
Davy, Ireland

1 Year
0 - 0
Job Type
Job Shift
Job Category
Career Level
As mentioned in job details
Total Vacancies
1 Job
Posted on
Mar 12, 2024
Last Date
Mar 16, 2024

Job Description

The Davy Group is Ireland’s leading provider of wealth management, asset management, capital markets and financial advisory services. You can read more about our growing company

We value our employees as much as our clients, and are committed to embracing diversity in all its forms recognising that the breadth of thought, perspective and experience that emerges from a diverse workforce is essential to deliver on our core values.

Our city centre location, free access to our onsite gym and fitness studio, and impressive social calendar are just some of the unique benefits our employees enjoy while working at Davy.

Performance related bonuses, generous pension contributions and investment in your further education demonstrate the value we place in developing and rewarding our staff.

An opportunity has arisen for a Team Co-ordinator within the Ultra High Net Worth Team within Private Clients. This is a new role, created to support a newly formed team that will focus specifically on optimising service for the top tier clients of Davy Private Clients. The Team Co-Ordinator will report to the Managing Director of the team.

Key Responsibilities of this position will include:

  • Implementation of the Ultra High Net Worth Client Charter
  • Develop systems, processes and supports for Advisers to enable consistent delivery of the Client Charter and Private Client Value Proposition for this client cohort
  • Undertake a gap analysis of current state vs. Client Charter to include reviewing delivery of all elements of the Client Proposition, Investment and Financial Planning
  • Monitoring and reporting on inefficiencies, inconsistencies and/or oversights and ensuring issues are actioned appropriately
  • Development and maintenance of MI dashboard in collaboration with the Data/MI Team
  • Accurate recording of the charter on CRM systems
  • Budget oversight, ensuring spend is spread evenly across clients / Advisers to maximise reach and return on marketing spend
  • Co-ordinate with the Investment Team to deliver suitable client communication for the UHNW Cohort
  • Co-ordinates with the Events Team to deliver suitable client entertainment for the UHNW Cohort
  • Actively adding value to processes by introducing improvements and ongoing refinement
  • Generating ideas for improvement to client service
  • Involvement in ad hoc projects amp; business development
  • Liaising with internal teams within Davy
  • Comply with the Risk and Compliance frameworks, policies and procedures associated with the role
  • Provide general administrative support to the UHNW team members and ad hoc as required.


  • Strong knowledge of the client proposition and the business needs in respect of the UHNW client cohort;
  • A high level of proficiency in MS Word, Excel, Outlook and PowerPoint;
  • Knowledge of systems, including X-Plan, Figaro and Power BI would be advantageous;
  • Ability to present data effectively, probe detail and identify/ prioritise issues;
  • A creative mindset, with the ability to design new approaches;
  • Demonstrated ability to identify and take ownership of problems, exercise sound judgment and determine appropriate course of action;
  • Ability to manage multiple priorities on an ongoing basis;
  • A flexible, positive attitude towards work
  • Excellent attention to detail, communication and presentation skills;
  • An ability to work effectively as part of a team whilst also being comfortable working on their own initiative;
  • Excellent organisational skills;
  • An ability to prioritise own workload.

Davy is an equal opportunities employer and we are committed to fostering an inclusive workplace. We value diversity both in background and in experience. You might not meet all of the requirements outlined in the above job description, but we would still like to hear from you. We review all applications received.

Appointment to this role is subject to the candidate's eligibility to work in Ireland.

Davy Group is a member of the Bank of Ireland Group.

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