Building Finance Careers

7 days ago

Dublin, Dublin City, Ireland beBeeInvestment Full time €40,000 - €50,000

Career Opportunity: Investment Counsellor

Fisher Investments Ireland is a European subsidiary of a privately-held investment management company that provides professional discretionary portfolio management services for high net worth private clients and some of the world's preeminent institutions.

We are seeking motivated candidates with finance backgrounds to join our team as Investment Counsellors. This role involves managing relationships with high-net-worth clients in Spain from our office in Dublin.

The Role:

As an Investment Counsellor, you will be responsible for building strong relationships with our clients, ensuring they receive exceptional service. You will manage a book of high-net-worth relationships and serve as the conduit between our clients, our Investment Policy Committee, our research and trading departments, and several service teams.

Key Responsibilities:

  • Build strong relationships with our clients, ensuring they receive exceptional service.
  • Manage a book of high-net-worth relationships with approximately €100-150 million in assets.
  • Serve as 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.

Qualifications:

  • 2+ years experience working with private clients within the banking/wealth management industry.
  • Strong knowledge of financial concepts, markets, and current events.
  • Native Spanish and native or fluent English language skills (Proficiency in other European languages is beneficial).
  • Ability to connect with and educate various audiences.
  • Positive personality and empathy towards clients in good times and bad.

Benefits:

  • Our global organisation prioritises clients, providing unmatched service, and taking a personalised approach to investing.
  • We use a simple and transparent fee structure and recognised European custodians, ensuring our clients' priorities align with ours.
  • Our employees meet their long-term goals thanks to an array of benefits, including health insurance, annual leave, holidays, maternity pay package, retirement pension plan, gym subsidy, employee assistance programme, and ongoing training.

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