Spanish Investment Counsellor

3 weeks ago


Dublin, Dublin City, Ireland Fisher Investments Full time

Are you interested in working for a top global investment firm and eager to advance in your finance career? Do you aim to become a specialist in advising clients on finance and investments while focusing on building strong client relationships and providing exceptional service?

Fisher Investments Ireland, a European branch of Fisher Investments, a leading investment management firm, offers professional portfolio management services for high net worth clients and top institutions worldwide. We are expanding in Europe and seeking finance professionals to join us as Investment Counsellors in Spain.

The Opportunity:

The Investment Counsellor (IC) role involves managing relationships with high-net-worth clients in Spain from our Dublin office. Understanding clients' needs and educating them on portfolio changes is key to success in this position. You will report to a Team Manager for professional growth.

The Day-to-Day:

  • Develop lasting client relationships and provide exceptional service
  • Manage high-net-worth client portfolios of significant value
  • Act as a liaison between clients, Investment Policy Committee, research, trading teams, and service departments
  • Keep clients updated on portfolio adjustments, market trends, strategy, and philosophy
  • Participate in finance and market education programs

Qualifications:

  • 2+ years experience with private clients in banking/wealth management
  • Strong knowledge of financial concepts, markets, and current events
  • Native Spanish and fluent English speaker (proficiency in other European languages is a plus)
  • Effective communication and client education skills
  • Positive attitude and empathy towards clients
  • Degree in Finance, Business or relevant field preferred
  • CFA or IMC certification advantageous

Why Fisher Investments Ireland:

Fisher Investments places clients first, offers exceptional service, and focuses on personalized investing. Fisher Investments Ireland mirrors these values with a simple fee structure and reliable European custodians.

  • Medical and dental coverage for employees and dependents
  • Generous leave and paid holidays
  • Enhanced maternity benefits
  • Special fertility and family-forming benefit
  • Retirement plan with company contributions
  • Monthly gym subsidy
  • Employee Assistance Program and emotional wellbeing services
  • Training, education, and employee appreciation initiatives

We embrace diversity and value unique perspectives. We are driven by results, collaboration, and achieving excellence. Join us in making a positive impact on the investment landscape.

*Non-US employees will receive the equivalent of $10,000 in local currency.

FISHER INVESTMENTS IRELAND IS AN EQUAL OPPORTUNITY EMPLOYER



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