Strategic Client Advisor

3 days ago

Dublin, Dublin City, Ireland beBeeInvestment Full time €60,000 - €90,000
Client Advice Associate

The Private Client Advice group evaluates client goals, risk profiles, current investment strategies and structures to determine suitable asset allocation recommendations. Our team supports clients in making informed decisions about their financial portfolios.

We are seeking a skilled professional who will support our team members in providing regulated advice to clients. As a Client Advice Associate, you will use data and insights to guide your recommendations and report to your Team Leader for professional development and job training.

Key Responsibilities:
  1. Prepare written proposals by collecting client information and conducting analysis.
  2. Partner with internal groups to ensure smooth case transitions.
  3. Work on ad hoc projects to increase efficiency.
  4. Use Excel and Adobe to customize proposals and reports.

Requirements:
  1. A University degree or equivalent combination of education/experience.
  2. Fluent language proficiency in Dutch (Written and Verbal).
  3. Experience with financial planning and investment principles is preferable.
  4. Produce quality work within a target timeline.
  5. Eager to work in a collaborative environment.

Why this Role?
Fisher Investments prioritizes clients' needs and takes a personalized approach to investing. We align with our clients' priorities using a simple and transparent fee structure. Benefits include:
  • 100% paid premiums for top-tier health and dental plans.
  • 28 days annual leave, with extra purchase options.
  • Enhanced maternity pay package.
  • $10,000 fertility benefit.
  • A retirement pension plan.
  • Monthly gym subsidy.
  • Employee Assistance Program.
  • Ongoing training and employee appreciation events.
This role offers opportunities for growth and collaboration in an office setting with potential hybrid work options.

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