Dutch Private Client Advisory Specialist

2 days ago

Dublin, Dublin City, Ireland beBeeInvestment Full time €60,000 - €70,000
Job Description

As a Dutch Private Client Advice Associate, you will play a pivotal role in evaluating client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations. This involves working closely with clients and prospects to understand their financial objectives and providing tailored advice to help them achieve their goals.

One of your key responsibilities will be to support other team members, including Analysts, Tied Agents and Investment Counsellors, in providing regulated and suitable advice to prospective and existing clients. You will also learn to use data and insights to guide your recommendations and make informed decisions.

Required Skills and 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
  • Ability to produce high-quality work within target timelines
Benefits

Fisher Investments Ireland offers a dynamic and collaborative work environment where you can thrive and grow professionally. As a member of our team, you will have the opportunity to work on challenging projects, develop new skills and build strong relationships with colleagues and clients alike.

Others

We are committed to delivering exceptional service to our clients and strive to provide a personalized approach to investing. If you are passionate about delivering outstanding results and making a meaningful contribution to our organization, we encourage you to apply for this exciting opportunity.

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