Dutch Private Client Advice Associate

1 week ago

Dublin, 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

  • Spanish Private Client Advice Associate

    4 weeks ago

    Dublin, 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

    5 days ago

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

  • Spanish Private Client Advice Associate Jobs In Dublin | WhatJobs

    1 week ago

    Dublin, Ireland UnitedHealth Group Full time

    Spanish Private Client Advice Associate in Dublin Showing 6 Spanish Private Client Advice Associate jobs in Dublin Hundreds of Remote spanish hiring for immediate start. Apply online today with 1 click. Some employers areoffering attractive salaries and bonuses to attract the best employees. See job offers nearby. Easy application. Get more details. No...

  • Tax Senior Associate

    4 weeks ago

    Dublin, Ireland Catalyst Labs Full time

    About Us: Catalyst Labs is a leading agency specializing in direct placements, contingent placements, outsourcing and EOR. We stand out as an agency that is deeply embedded in our clients recruitment operations. We work directly with hiring manager who understand the value of strategic tax leadershipand we take pride in facilitating conversations that are...

  • Dutch Client Manager, Digital Marketing

    1 week ago

    Dublin, Ireland Cpl Full time

    Dutch Speaking DIGITAL MARKETING ManagerWe are considering candidates based in DUBLIN or could move to Dublin only.Have a passion for digital marketing and would like to apply this knowledge in your work? This is the right role for you!About the roleAs the Sales Partner for Digital Marketing Solutions, you will work with with small to medium and large-sized...

  • Tax Director

    4 weeks ago

    Dublin, Ireland Origon Full time

    OverviewTax Director - Private Clients, International Professional Services Firm (Top 10)Our client is a leading name in the professional services sector, with a full service offering to domestic and international clients in Ireland.Their suite of service include Tax, Assurance, and a broad depth of business advisory services that they provide to companies...

  • Tax Senior Manager | Private Clients

    3 days ago

    Dublin, Ireland Clarity Search Partners Full time

    Tax Senior Manager - Private Client Services Location: Dublin (Hybrid Working) The Opportunity A leading professional services firm is seeking a Tax Senior Manager to join their rapidly growing, newly established Private Clients Tax team. This is an exciting opportunity for an experienced tax professional to take on a pivotal leadership role within a...

  • Dutch Client Manager, Digital Marketing New

    1 week ago

    Dublin, Ireland CPL Full time

    Dutch Speaking DIGITAL MARKETING Manager We are considering candidates based in DUBLIN or could move to Dublin only. Have a passion for digital marketing and would like to apply this knowledge in your work? This is the right role for you! About the role As the Sales Partner for Digital Marketing Solutions, you will work with with small to medium and...

  • Account Executive – Private Client, Broking

    3 days ago

    Dublin, Ireland Arachas Corporate Brokers Ltd Full time

    The Private Client Team are a close knit, high performing, customer centric team. We deliver a personalised insurance experience that involves taking the time to get to know our clients, understanding their insurance requirements and developing a bespoke solution that will ultimately give them peace of mind. Our clients are all unique (from emerging wealth...

  • Tax Associate Director | Private Clients

    4 weeks ago

    Dublin, Ireland Clarity Search Partners Full time

    Corporate Tax Associate Director | Growing Tax DepartmentOur client is seeking an experiencedCorporate Tax Associate Directorto join our expanding Tax department.In this role, you will leverage your deep technical expertise to develop solutions for complex tax issues, manage a team on challenging assignments, and oversee a portfolio of high-profile...