Dutch Private Client Advice Associate

3 weeks ago

Dublin, Dublin City, Ireland Fisher Investments Full time

Dutch Private Client Advice Associate
Fisher Investments Dublin, Ireland
Apply now
Posted 14 days ago Permanent Competitive
The 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 a Dutch PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellors in providing regulated and suitable advice to prospective and existing clients of Fisher Investments Ireland.
You will learn to use data and insights to guide your recommendations.
You will report to your Team Leader who will aid in your professional development and job training.
The Day-to-Day:
Prepare and format written proposals by collecting client information, using information from third-party vendors, and conducting analysis based on the existing assets, and running portfolio simulations.
Partner with other internal groups to ensure smooth transition of cases.
Work on ad hoc group projects to help increase efficiency.
Use Excel (perform complex functions) and Adobe to customize proposals and produce detailed reports.
Your Qualifications:
A University degree or equivalent combination of education/experience.
Fluent language proficiency in: Dutch (Written and Verbal).
Experience with financial planning and investment principles or industry exams preferable.
Produce quality work within a target timeline.
Eager to work in an energetic, collaborative environment to support high-volume output.
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 recognized 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.
This is an in-office role.
Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program.
This program is subject to change.
*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
#J-18808-Ljbffr

  • Dutch Private Client Advice Associate

    3 weeks ago

    Dublin, Dublin City, Ireland Fisher Investments Full time

    Dutch Private Client Advice AssociateFisher Investments Dublin, Ireland Apply now Posted 14 days ago Permanent CompetitiveThe 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 a Dutch PCA...

  • Dutch Private Client Advice Associate

    2 weeks ago

    Dublin, Dublin City, Ireland Fisher Investments Full time

    Dutch Private Client Advice AssociateFisher Investments Dublin, Ireland Apply now Posted 14 days ago Permanent CompetitiveThe 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 a Dutch PCA...

  • Irish Private Client Advice Associate

    1 week ago

    Dublin, Dublin City, Ireland Fisher Investments Full time

    Fisher Investments Ireland is looking for a talented new Private Client Advice Associates to join our rapidly growing team. The Private Client Advice (PCA) department provides regulated financial planning advice on the suitability of pension switches/transfers, investment taxation and asset allocation rmendation to our European clients. This is the perfect...

  • Dutch Private Client Investment Specialist

    16 hours ago

    Dublin, Dublin City, Ireland beBeeInvestment Full time €40,000 - €80,000

    Private Client Advisor OpportunityThe client advisory group is responsible for evaluating client and prospect goals, risk profiles, current investment strategies, and asset structures to determine suitable allocation and benchmark recommendations.Key ResponsibilitiesSupport team members in providing advice to clients by assessing their needs and developing...

  • Spanish Private Client Advice Associate

    18 hours 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.The group provides regulated financial planning advice on the suitability of pension switches/transfers, bond surrenders, investment...

  • Spanish Private Client Advice Associate

    2 weeks ago

    Dublin, Dublin City, Ireland Fisher Investments Full time

    The 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. The group provides regulated financial planning advice on the suitability of pension switches/transfers, bond surrenders, investment...

  • Spanish Private Client Advice Associate

    2 weeks ago

    Dublin, Dublin City, Ireland Fisher Investments Full time

    The 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. The group provides regulated financial planning advice on the suitability of pension switches/transfers, bond surrenders, investment...

  • Strategic Financial Advisor for Private Clients

    2 weeks ago

    Dublin, Dublin City, Ireland beBeeInvestment Full time €45,000 - €60,000

    Job Title: Danish Private Client Advice AssociateYou will be working in the Private Client Advice group which is responsible for evaluating client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations. As a Danish Private Client Advice Associate, you will support...

  • Private Client Tax Leader

    2 weeks ago

    Dublin, Dublin City, Ireland beBeeTax Full time €80,000 - €120,000

    Senior Tax Leadership OpportunityWe are seeking a seasoned tax professional to take on a pivotal leadership role in our Private Clients Tax team.This exciting opportunity offers the chance to shape and grow our private client offering, manage a diverse portfolio, lead complex advisory projects, and drive the strategic direction of the team.Main...

  • Private Client Tax Leadership Role

    2 days ago

    Dublin, Dublin City, Ireland beBeeSeniorTaxManager Full time €100,000 - €150,000

    A senior tax professional is required to lead a team in the development of a private client proposition and manage a diverse portfolio of clients.The ideal candidate will have experience in tax management, preferably with private client expertise, and be commercially astute with strong relationship management skills.They must also possess technical strength...