Commercial Executive - Davy Select
Davy
- Dublin
- Permanent
- Full-time
- Client and intermediary client communications.
- Review of existing marketing & digital client journey
- Periodic reviews of all publicly available Davy Select documents
- Content management for Davy Select website.
- Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.
- Co-ordination and project participation of proposition improvement initiatives for all channels with particular emphasis on D2C channel.
- Participation in Business Change & Quality projects as required.
- Acting as the link between Davy Select and the Davy Marketing dept in relation to all aspects of Davy Select events, collateral, WM campaigns.
- Market research and competitor analysis reporting as required.
- Commercial MI- development and delivery of monthly commercial KPI report
- Social media monitoring and interaction
- Implementation of NPS/Voice of client surveys across the dept
- Management of the communication process for Intermediary contractual documentation
- Implementation of CRM database with Intermediary firms and employee data.
- Working with the Head of Intermediary Business to manage the intermediary register and all associated register communication.
- Self-starter who is motivated with high energy and an excellent team ethic and a great attitude
- Relevant qualification: Business/Marketing/Communications and QFA
- Knowledge of and experience in the retail Wealth Management sector, in a commercial business unit is desirable
- Marketing and/or Communications experience is desirable
- Extremely organised and an ability to prioritise high value-added tasks.
- Excellent Microsoft Excel and PowerPoint skills.
- Communication, relationship management and presentation skills.
- Willingness to work as part of multi-functional teams.
- Strong understanding of professional ethics and regulatory environment.