JC
Jason Coy
Associate Director -Senior Private Client Manager at Davy
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Work Experience
Associate Director -Senior Private Client Manager
May 2023 - Present · 1 years and 7 months
Apr 2018 - Apr 2021 · 3 years
Private Client Manager
Jul 2019 - Apr 2021 · 1 years and 9 months
Senior Wealth Manager
Apr 2018 - Jul 2019 · 1 years and 3 months
Company Details
501-1000 Employees
About Us From day one, you’ll notice there is something special about working at Davy. Our success is built on nearly 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 & 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. Davy Group is a member of the Bank of Ireland Group. What we offer We offer a range of benefits and experiences to support your professional and personal growth, whatever your career stage. Our benefits are not just a number. Yes, we offer competitive salary, annual performance-related discretionary bonus, annual flexible benefits, employer pension contribution, and multiple insurance coverage. But more than that, we focus on developing our people to be their best, professionally and personally. Training support provided by award-winning Learning & Development Team, extensive sports & social programmes (including free on-site gym & fitness studio), flexible working options, employee assistance programme, enhanced leave options, and social & community care initiatives are just some of the ways our people can empower themselves to be their best.
Year Founded
1926
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
Davy House 49 Dawson Street Dublin 2, IE
Keywords
Wealth management servicesincorporating investment managementfinancial planningretirement planningpensionssuccession planningestate planningself-directed investinginstitutional consulting servicescredit union consultancy services
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