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Spanish Private Client Executive

4 weeks ago

Dublin, Ireland TN Ireland Full time

Social network you want to login/join with:

Spanish Private Client Executive, DublinClient:

Fisher Investments

Location:

Dublin, Ireland

Job Category:

Other

EU work permit required:

Yes

Job Reference:

5d2129b49a52

Job Views:

62

Posted:

22.01.2025

Expiry Date:

08.03.2025

Job Description:

Overview

The Opportunity:

The Private Client Executive (PCE) is responsible for calling high net worth prospective clients, holding phone meetings to gather information about their current situation, and then assessing whether the prospective client may be suited for the portfolio management services of Fisher Investments and further analysis. The PCE role is based in our Dublin office and will travel to visit prospective clients when necessary. New client relationships may be secured over the phone or, in some cases, in-person. You will be reporting to the VP of Sales Development.

The Day-to-Day:

  1. Apply successful business development skills, such as following through on Company provided leads by calling, setting appointments with and meeting prospective clients
  2. Educate prospective clients on the competitive investment landscape, and the services of Fisher Investments, and the role of Fisher Investments Europe
  3. Gather suitability information and documentation from prospective clients in order for the Private Client Advice group to analyse the information and formulate advice
  4. Effectively explain the Company’s Client Confidential Agreement (CCA) terms and conditions, including client fees and billing policies
  5. Work closely with the assigned Investment Counsellor in initiating and maintaining the new client relationship

The PCEs will not receive any Account Executive set meetings and will be expected to set phone meetings from Company provided leads.

Your Qualifications:

  1. Level 4 Qualified meeting the RDR requirements
  2. A University degree or equivalent combination of education/experience
  3. Integrity and a strong professional reputation to be deemed fit and proper to carry out the responsibilities of a prospective client facing role
  4. Strong communication skills coupled with excellent listening and questioning skills
  5. Demonstrated work ethic, goal-orientated, results driven and has excelled in current responsibilities
  6. Superior knowledge of the Fisher service model, internal processes, investment philosophies and strategies
  7. Native Spanish language fluency required
  8. English professional proficiency required

All applicants will be reviewed by the Executive Managing Director, GVP Sales Support & Development and Director of Operations.

Why 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:

  1. 100% paid premiums for our top-tier supplemental healthcare and dental plans for employees and their qualified dependents
  2. 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 11 paid holidays
  3. Enhanced maternity pay package with 26 weeks’ top up to full base pay for eligible employees
  4. $10,000* fertility, hormonal health and family-forming benefit
  5. 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
  6. Monthly gym subsidy of up to €50 per month
  7. Employee Assistance Program and other emotional wellbeing services
  8. 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

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