Career Opportunities in Financial Markets

4 days ago

Dublin, Dublin City, Ireland beBeeFinancial Full time €120,000 - €200,000
Job Opportunity: Investment Counsellor
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Why Pursue a Career in Finance?

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You can take the next step in your career in finance by working for a global investment firm. As an Investment Counsellor, you'll become an expert in financial markets and investments, building strong client relationships and providing exceptional service.

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Fisher Investments Ireland is a subsidiary of Fisher Investments, a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and institutions. We're searching for motivated candidates with finance backgrounds to join our team as Investment Counsellors to help us expand our presence in Europe.

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The Opportunity:

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  • Managing Relationships: You will manage relationships with high-net-worth clients in Ireland, understanding their needs and educating them on portfolio changes to maintain long-lasting relationships.">
  • Reporting Structure: You will report to your Team Manager who will aid in your professional development.">
  • Day-to-Day Tasks:">
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    • Build long-standing relationships with our clients, ensuring they receive exceptional service.">
    • Manage a book of high-net-worth relationships with approximately €100-150 million in assets.">
    • Be the conduit between our clients, our Investment Policy Committee, our research and trading departments, and several service teams.">
    • Proactively update clients on portfolio changes, financial markets, our current market strategy, and investment philosophy.">
    • Gain advanced finance and capital markets education through our training program.">
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  • Qualifications:">
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    • At least 2 years' exposure to private clients within the banking/wealth management industry.">
    • QFA or working towards QFA preferred.">
    • A sound knowledge of financial concepts, markets, current events, and the market you will service your clients in.">
    • The ability to connect with and educate a variety of audiences.">
    • Able to maintain positivity and empathise with clients in good times and bad.">
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What Sets Us Apart:

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We put our clients first, provide unmatched service, and take a personalised approach to investing. Our fee structure and recognised European custodians ensure we align with our clients' priorities.

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Benefits:

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  • 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.">

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