Financial Counselor

Job title: Financial Counselor

Company: Fisher Investments


Job description: Are you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service?Fisher Investments Ireland is a European subsidiary of Fisher Investments, a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the world’s preeminent institutions. Our organisation has grown significantly over the past decade and we are looking for motivated candidates with finance backgrounds to join our team as Investment Counsellors to help us better the financial industry in Spain as we continue our expansion in Europe.The Opportunity:The Investment Counsellor (IC) role is focused on managing relationships with high-net-worth clients in Spain from our office in Dublin. Your ability to understand our clients’ needs and educate them on the reasoning behind portfolio changes is crucial to your success in this role in maintaining long-lasting relationships. You will report to your Team Manager who will aid in your professional development.The Day-to-Day:Build long standing relationships with our clients, ensuring they always receive exceptional serviceManage a book of high-net-worth relationships with approximately €100-150 million in assetsBe the conduit between our clients, our Investment Policy Committee, our research and trading departments, and several service teamsProactively update clients on portfolio changes, financial markets, our current market strategy and investment philosophyGain advanced finance and capital markets education through our training programQualifications:2+ years exposure to private clients within the banking/wealth management industryA sound knowledge of financial concepts, markets, current events and the marketNative Spanish and native or fluent English language skills (Proficiency in other European languages is beneficial)Connect with and educate a variety of audiencesMaintain a positive personality and empathise with clients in good times and badA Bachelor’s Degree, Master Degree or CFA is beneficialIMC or CISI level 4 is beneficialWhy Fisher Investments Ireland:The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that Fisher Investments and Fisher Investments Ireland align with our clients’ priorities by using a simple and transparent fee structure and recognised European custodians.It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:

• 100% paid premiums for our top-tier supplemental healthcare and dental plans for employees and their qualified dependents
• 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 11 paid holidays
• Enhanced maternity pay package with 26 weeks’ top up to full base pay for eligible employees
• $10,000* fertility, hormonal health and family-forming benefit
• A retirement pension plan, featuring a 9% company pension contribution of your base pay and an additional company match of up to 5% of base pay
• Monthly gym subsidy of up to €50 per month
• Employee Assistance Program and other emotional wellbeing services
• A collaborative working environment that practices ongoing training, educational support and employee appreciation events

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.FISHER INVESTMENTS IRELAND IS AN EQUAL OPPORTUNITY EMPLOYER

Expected salary:

Location: Dublin

Job date: Tue, 29 Oct 2024 08:52:28 GMT

To help us track our recruitment effort, please indicate in your email/cover letter where (jobsnear.pro) you saw this job posting.Thanks&Good Luck