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Strategic Financial Advisor for Private Clients

2 weeks ago

Dublin, Dublin City, Ireland beBeeInvestment Full time €45,000 - €60,000
Job Title: Danish Private Client Advice Associate

You will be working in the Private Client Advice group which is responsible for evaluating client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations.

As a Danish Private Client Advice Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellors in providing regulated and suitable advice to prospective and existing clients. You will learn to use data and insights to guide your recommendations. You will report to your Team Leader who will aid in your professional development and job training.

The Day-to-Day:
  • Prepare and format written proposals by collecting client information, using information from third-party vendors, and conducting analysis based on the existing assets, and running portfolio simulations
  • Partner with other internal groups to ensure smooth transition of cases
  • Work on ad hoc group projects to help increase efficiency
  • Use Excel (perform complex functions) and Adobe to customize proposals and produce detailed reports
The Required Skills and Qualifications:
  • A University degree or equivalent combination of education/experience
  • Fluent language proficiency in: Danish (Written and Verbal)
  • Experience with financial planning and investment principles or industry exams preferable
  • Produce quality work within a target timeline
  • Eager to work in an energetic, collaborative environment to support high-volume output
The Benefits Package:
  • 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
Other Information:
  • 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. This program is subject to change.
  • FISHER INVESTMENTS IRELAND IS AN EQUAL OPPORTUNITY EMPLOYER