Italian Private Client Executive

2 weeks ago

Dublin, Dublin City, Ireland Fisher Investments Full time

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:

Apply successful business development skills, such as following through on Company provided leads by calling, setting appointments with and meeting prospective clients. Educate prospective clients on the competitive investment landscape, and the services of Fisher Investments, and the role of Fisher Investments Europe. Gather suitability information and documentation from prospective clients in order for the Private Client Advice group to analyse the information and formulate advice. Effectively explain the Company's Client Confidential Agreement (CCA) terms and conditions, including client fees and billing policies. 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:

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

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

  • Italian Private Client Advice Associate

    3 weeks ago

    Dublin, Dublin City, Ireland Fisher Investments UK Full time

    OverviewThe Opportunity:The Private Client Advice (PCA) group evaluates client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations.As an Italian PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellor's in providing...

  • Italian Account Executive

    7 days ago

    Dublin, Dublin City, Ireland Fisher Investments Full time

    Overview Join Fisher Investments Ireland (FII) as one of the first Account Executives (AEs) for Italy. You will be a crucial part of the sales process as the liaison between potential Italian private clients and our firm - helping both the prospect's financial future and our overall growth. As an Italian Account Executive, you engage with...

  • Spanish Private Client Executive

    2 weeks ago

    Dublin, Dublin City, Ireland Fisher Investments Full time

    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...

  • Sales Executive

    1 day ago

    Dublin, Dublin City, Ireland Cpl Healthcare Full time

    Job OverviewAt Cpl Healthcare, we are seeking a highly motivated Inside Sales Executive - Italian to join our team. This role will involve working with sponsoring clients to develop and rollout successful supplier finance sales programs.Key Responsibilities• Produce and exceed revenue and asset targets annually.• Work with sponsoring clients to develop...

  • Client Acquisition Executive

    5 hours ago

    Dublin, Dublin City, Ireland DocuSign Full time

    Docusign is committed to building trust and making the world more agreeable for our employees, customers, and the communities in which we live and work. We believe that our employees are the drivers of our success and therefore we need a talented Enterprise Sales Ambassador to join our team.This person will be responsible for developing and executing...

  • Private Clients

    3 weeks ago

    Dublin, Dublin City, Ireland Clarity Search Partners Full time

    The Client —The Private Client Tax division stands as the preeminent and swiftly evolving team specializing in private client services in the Irish context. This adaptable group provides advisory services to private businesses, their proprietors, and high-net-worth individuals, covering a wide array of commercial and tax deliberations. These encompass...

  • Private Medical Clinic Manager

    1 hour ago

    Dublin, Dublin City, Ireland Beaumont Private Clinic Full time

    An exciting and interesting opportunity has arisen for the position of Clinic Manager with Beaumont Private Clinic. We are currently seeking an experienced and motivated Manager to oversee the daily operations and ensure the smooth running of the clinic.The ideal candidate must be able to demonstrate a track record of senior decision making, as well as...

  • Private Client Solicitor

    1 week ago

    Dublin, Dublin City, Ireland BCL Legal Full time

    Private Client Solicitor, DublinThis is a new opportunity for a private client lawyer to join a well-regarded team in Dublin.The Firm and the TeamWell-regarded firm with a great reputation for private client workFriendly close-knit team with a low staff turnover - this is a rare opportunity to joinWork will include:Wills, Probate & Administration of...

  • Private Clients Advisor

    2 days ago

    Dublin, Dublin City, Ireland Mazars Chartered Accountants Full time

    Key ResponsibilitiesAssisting the management team in maintaining and developing the firm's relationship with a portfolio of private clients including co-ordination of service offerings from other departments.Ensuring that the payment and return filing deadlines are met for a portfolio of private tax clients.Working with the Partners and the management team...

  • Italian Operations Administrator

    2 weeks ago

    Dublin, Dublin City, Ireland Octium Life Full time

    Octium is an insurance group, active internationally in the financial services industry, specialising in the design, structuring and distribution of unit-linked life insurance products for high-net-worth individuals and their families. With our headquarters located in Luxembourg, the insurance companies Octium Life DAC in Ireland, Octium Assurance AG in...

  • Portfolio Manager- Private Clients

    3 weeks ago

    Dublin, Dublin City, Ireland Elevate Partners Full time

    We are currently working with a leading Investment Management firm who are looking to hire a Portfolio Manager (Private Clients) to join their team in Dublin. The role will be responsible for establishing new business clients and managing the successful conversion of prospective leads to become clients of the firm.Role Duties Include:  Developing a...

  • Private Client Manager

    7 hours ago

    Dublin, Dublin City, Ireland Metis Ireland Full time

    Working as part of a world class team at Metis Ireland, our Private Client Managers work with clients to provide a long-term financial plan that allows them to realise their dreams, goals, and aspirations.Our Private Clients Managers main focus is to foster and nurture new and existing client relationships, providing world class financial planning service at...

  • 15h Left Private HomeCare, is looking for carers in all areas of Dublin

    2 weeks ago

    Dublin, Dublin City, Ireland Private Homecare Full time

    We are recruiting for Home Support Workers in the all areas of Dublin and North Kildare. The shifts on offer are HSE short shifts so, you would need to live in the area. "Please note we only accept applicants from people currently living in Ireland with a work visa if needed. We do not provide sponsorship." .IMPORTANT: If you have lived outside Ireland for...

  • Italian Sales Representative

    24 hours ago

    Dublin, Dublin City, Ireland Cpl Healthcare Full time

    About the RoleWe are looking for an Inside Sales Executive - Italian who can deliver customized BPO solutions, ensuring our clients achieve consistent high performance and meet their strategic objectives.Responsibilities and Accountabilities• Develop and rollout successful supplier finance sales programs.• Build and maintain strong relationships with...

  • Opportunities in Private Clients Tax

    3 weeks ago

    Dublin, Dublin City, Ireland Clarity Search Partners Full time

    Opportunities in Private Clients Tax | Big 4 Firm | Qualified Senior - Director Level Our client, a Big 4 firm based in Dublin city centre, has seen significant growth in their tax practice over recent years. As part of this ongoing expansion, their Private Clients Tax team is seeking talented professionals from Qualified Senior to Director level...

  • Opportunities in Private Clients Tax

    3 weeks ago

    Dublin, Dublin City, Ireland Clarity Search Partners Full time

    Opportunities in Private Clients Tax | Big 4 Firm | Qualified Senior - Director LevelOur client, a Big 4 firm based in Dublin city centre, has seen significant growth in their tax practice over recent years. As part of this ongoing expansion, their Private Clients Tax team is seeking talented professionals from Qualified Senior to Director level.The RoleThe...

  • Private Client Manager

    3 weeks ago

    Dublin, Dublin City, Ireland Metis Ireland Full time

    Working as part of a world class team at Metis Ireland, our Private Client Managers work with clients to provide a long-term financial plan that allows them to realise their dreams, goals, and aspirations.Our Private Clients Managers main focus is to foster and nurture new and existing client relationships, providing world class financial planning service at...

  • Opportunities in Private Clients Tax

    3 weeks ago

    Dublin, Dublin City, Ireland Clarity Search Partners Full time

    Opportunities in Private Clients Tax | Big 4 Firm | Qualified Senior - Director LevelOur client, a Big 4 firm based in Dublin city centre, has seen significant growth in their tax practice over recent years. As part of this ongoing expansion, their Private Clients Tax team is seeking talented professionals from Qualified Senior to Director level.The RoleThe...

  • Opportunities in Private Clients Tax

    1 hour ago

    Dublin, Dublin City, Ireland Clarity Search Partners Full time

    Opportunities in Private Clients Tax | Big 4 Firm | Qualified Senior - Director LevelOur client, a Big 4 firm based in Dublin city centre, has seen significant growth in their tax practice over recent years. As part of this ongoing expansion, their Private Clients Tax team is seeking talented professionals from Qualified Senior to Director level.The RoleThe...

  • German and Italian speaking Administrator

    1 week ago

    Dublin, Dublin City, Ireland Lingo Recruitment Full time

    German and Italian speaking AdministratorThis range is provided by Lingo Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeRole: Administrator fluent in German and in ItalianContract: 3 monthsSalary: pro rata of €35K + p/a (DOE)Life insurancePro rata of 22 days a/lCritical...