Financial Consultant

4 weeks ago


Dublin, Dublin City, Ireland Fisher Investments Full time
Join Our Team as an Investment Counsellor

At Fisher Investments Ireland, we are seeking motivated candidates with finance backgrounds to join our team as Investment Counsellors.

The Opportunity:

The Investment Counsellor role is focused on managing relationships with high-net-worth clients in Spain from our office in Dublin.

You will be responsible for building long-standing relationships with our clients, ensuring they receive exceptional service and managing a book of high-net-worth relationships with approximately €100-150 million in assets.

Key Responsibilities:
  • Build and maintain strong relationships with high-net-worth clients in Spain
  • Manage client relationships and provide exceptional service
  • Be the conduit between clients, our Investment Policy Committee, research and trading departments, and several service teams
  • Proactively update clients on portfolio changes, financial markets, our current market strategy, and investment philosophy
Qualifications:

We are looking for individuals with:

  • 2+ years' experience working with private clients within the banking/wealth management industry
  • A sound knowledge of financial concepts, markets, current events, and the market
  • Native Spanish and native or fluent English language skills (Proficiency in other European languages is beneficial)
Why Fisher Investments Ireland?

Our global organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. We offer a range of benefits, including:

  • 100% paid premiums for 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

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