Portfolio Manager Assistant

4 days ago


Dublin, Dublin City, Ireland Fisher Investments UK Full time
Overview

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

We are looking for motivated candidates with finance backgrounds to join our team as Investment Counsellors to help us better the financial industry in Belgium as we continue our expansion in Europe.

Key Responsibilities:

  • MANAGE RELATIONSHIPS WITH HIGH-NET-WORTH CLIENTS IN BELGIUM FROM OUR OFFICE IN DUBLIN
  • UNDERSTAND CLIENT NEEDS AND EDUCATE THEM ON THE REASONS BEHIND PORTFOLIO CHANGES
  • REPORT TO YOUR TEAM MANAGER WHO WILL AID IN YOUR PROFESSIONAL DEVELOPMENT

Required Skills and Qualifications:

  • 2+ YEARS EXPOSURE TO PRIVATE CLIENTS WITHIN THE BANKING/WEALTH MANAGEMENT INDUSTRY
  • SOUND KNOWLEDGE OF FINANCIAL CONCEPTS, MARKETS, CURRENT EVENTS, AND THE MARKET
  • NATIVE/FLUENT FRENCH AND ENGLISH SKILLS, FLAMISH & DUTCH IS ALSO HIGHLY BENEFICIAL


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