Dutch Private Client Investment Specialist
2 days ago
The client advisory group is responsible for evaluating client and prospect goals, risk profiles, current investment strategies, and asset structures to determine suitable allocation and benchmark recommendations.
Key Responsibilities- Support team members in providing advice to clients by assessing their needs and developing tailored solutions.
- Utilize data insights to inform recommendations and ensure alignment with client objectives.
- Prepare and format proposals by collecting client information, analyzing existing assets, and collaborating with internal teams.
- Partner with colleagues to facilitate smooth case transitions and drive business efficiency.
- Contribute to ad hoc projects focused on process improvement and increased productivity.
- University degree or equivalent education/experience.
- Fluent language proficiency in Dutch (written and verbal).
- Experience with financial planning principles and industry exams is desirable.
- Ability to deliver high-quality work within target timelines.
- Collaborative mindset to support high-volume output and achieve business goals.
Fisher Investments Ireland prioritizes client satisfaction, delivering exceptional service and a personalized approach to investing. The company maintains a transparent fee structure and works with European custodians to ensure employee confidence in their role.
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Dutch Private Client Advice Associate
4 weeks ago
Dublin, Dublin City, Ireland Fisher Investments Full timeDutch Private Client Advice AssociateFisher Investments Dublin, IrelandApply nowPosted 14 days ago Permanent CompetitiveThe 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...
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Dutch Private Client Advice Associate
4 weeks ago
Dublin, Dublin City, Ireland Fisher Investments Full timeDutch Private Client Advice AssociateFisher Investments Dublin, Ireland Apply now Posted 14 days ago Permanent CompetitiveThe 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...
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Dutch Private Client Advice Associate
2 weeks ago
Dublin, Dublin City, Ireland Fisher Investments Full timeDutch Private Client Advice AssociateFisher Investments Dublin, Ireland Apply now Posted 14 days ago Permanent CompetitiveThe 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...
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Dutch Private Client Advice Associate
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Dutch Investment Counsellor
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Dublin, Dublin City, Ireland Fisher Investments Full timeJoin to apply for the Dutch Investment Counsellor role at Fisher Investments2 weeks ago Be among the first 25 applicantsJoin to apply for the Dutch Investment Counsellor role at Fisher InvestmentsGet AI-powered advice on this job and more exclusive features.OverviewAre you interested in working for an outstanding global investment firm and looking to take...
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Dublin, Dublin City, Ireland beBeeCareer Full time €45,000 - €60,000Job OpportunityWe are seeking a Private Client Advice Associate to support our team in evaluating client goals, risk profiles, and current investment strategies.As a PCA Associate, you will partner with other team members to provide regulated and suitable advice to prospective and existing clients.Key ResponsibilitiesPrepare and format written proposals by...
