Norwegian Private Client Advice Associate
2 days ago
Overview
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 Norwegian 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 customise proposals and produce detailed reports
Your Qualifications:
- A University degree or equivalent combination of education/experience
- Fluent language proficiency in: Norwegian (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 organization distinguishes itself by putting clients first, providing unmatched service, and taking a personalized 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
*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
-
Irish Private Client Advice Associate
19 hours ago
Dublin, Ireland Fisher Investments Full timeFisher Investments Ireland is looking for a talented new Private Client Advice Associate 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 recommendations to our European clients. This is the...
-
Swedish Private Client Advice Associate
1 week ago
Dublin, Ireland Fisher Investments UK Full timeOverview 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 Swedish PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellors in providing...
-
Italian Private Client Advice Associate
1 week ago
Dublin, Ireland Fisher Investments Europe Full timeOverview: 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 an Italian PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellor's in...
-
Dutch Private Client Advice Associate
7 days ago
Dublin, Ireland Fisher Investments UK Full timeOverview 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...
-
Irish Private Client Advice Associate
3 days ago
Dublin, Ireland Fisher Investments UK Full timeOverview 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 recommendation to our European clients. This is...
-
Dublin, Ireland Fisher Investments UK Full timeOverview 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 an Italian PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellor's in...
-
Danish Private Client Advice Associate
7 days ago
Dublin, Ireland Fisher Investments UK Full timeOverview 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 Danish PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellor's in providing regulated and...
-
(Apply Now) Private Client Tax Director
6 days ago
Dublin, Ireland Private Investigator Norfolk Full timeA+F Recruitment is partnering with the leading Private Client Tax team in Ireland to recruit a Tax Director to their leadership group. Benefit from the stability of a well-established firm with a deep network of experts in the private client sector. Enjoy excellent resources and work with a specialised team. Position Overview * Provide advisory services to...
-
Private Client Solicitor
13 hours ago
Dublin, Ireland Hunter Savage Full timePrivate Client Solicitor Description: We are hiring on behalf of our client, a growing law firm based in Dublin, to recruit a Private Client Solicitor with 2+ years’ PQE. This role is ideal for a driven legal professional seeking to work in a supportive, growth-oriented environment with excellent career progression opportunities. Top 3 Things to Know...
-
Private Client Advisor
1 week ago
Dublin, Ireland 360 Search Full timeWe are recruiting for a Private Client Consultant to join our clients growing Wealth Team. You will work as part of a team of financial planning experts, working to provide expertise and support, working collaboratively with their investment and Private Client teams. With a need to bring an innovative and commercial skillset to create positive outcomes for...
-
Private Clients AM/M
3 days ago
Dublin, Ireland Deloitte Ireland LLP Full timeDeloitte is the biggest professional services Firm in the world and making an impact is more than just what we do: it's why we're here. We're driven to create positive progress for our clients, community, people, and the planet. This sense of purpose inspires us to work to the highest standards, to tackle the challenges that matter. The tax landscape is...
-
Private Client Administrator
1 week ago
Dublin, Ireland Evelyn Partners Full timeWhat will you be doing? We’re seeking an ambitious individual to join our Wealth Management team in Dublin, you will be responsible for providing full administrative support 1 to 2 Investment Managers, as well as building relationships with clients to deliver a positive and sleek client experience. What’s in it for me? As a Client Administrator at...
-
Italian Private Client Executive
5 days ago
Dublin, Ireland Fisher Investments Full timeThe 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...
-
Solicitor Tax, Private Clients
2 weeks ago
Dublin, Ireland Deloitte Ireland LLP Full timeDeloitte is the biggest professional services Firm in the world and making an impact is more than just what we do: it's why we're here. We're driven to create positive progress for our clients, community, people, and the planet. This sense of purpose inspires us to work to the highest standards, to tackle the challenges that matter. The tax landscape is...
-
[Urgent] Solicitor Tax, Private Clients
1 week ago
Dublin, Ireland Deloitte Ireland LLP Full timeDeloitte is the biggest professional services Firm in the world and making an impact is more than just what we do: it's why we're here. We're driven to create positive progress for our clients, community, people, and the planet. This sense of purpose inspires us to work to the highest standards, to tackle the challenges that matter. The tax landscape is...
-
Dublin, Ireland J.P MORGAN S.E Dublin Branch Full timeJob Description Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Private Fund Services (PFS) team and partner with our Business to provide comprehensive and high quality outsourced administration & banking services to private equity firms...
-
Digital Client Associate
6 days ago
Dublin, Ireland Core Full timeThe Role OVERVIEW - Media Team Digital Client Associates have a very structured learning programme in place, delivered by the best trainers in the industry. The purpose of this is to ensure a consistent level of knowledge covering everything from the basics to advanced areas of media planning. Quality control of output will be critical to this role. - This...
-
Sales Representative
1 week ago
Dublin, Ireland Cpl Healthcare Full timeOur client is a world class provider of personalized marketing solutions. They offer high value/low cost branded marketing products to small and medium businesses through multiple channels, with low minimum order quantities and high levels of customer care. The Job: You will be required to sell a range of our client products to existing customers through...
-
Dublin, Ireland HEALWELL MANAGEMENT LLC Full timePrivate Equity Associate – Investment Manager My client provides fund administration services to mainly private equity funds and currently employs over 50 people. The Company is looking to add a highly motivated Senior Fund Accountant to join a dedicated team focused on providing a quality service to its clients. Responsibilities: 1. Preparation and...
-
▷ Urgent Search! Investment Associate
6 days ago
Dublin, Ireland Artemis Human Capital Full timeInvestment Associate -Private Equity Benefits: Competitive salary with performance-based bonuses. Comprehensive benefits package, including health and pension schemes. Opportunities for professional development and career progression. Exposure to high-profile deals and a collaborative, supportive work environment within a close-knit team. Our client is a...