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Investment Portfolio Specialist

1 week ago

Dublin, Dublin City, Ireland Fisher Investments Full time
About Fisher Investments Ireland

We are a European subsidiary of Fisher Investments, a privately-held investment management firm dedicated to providing exceptional client service.

Our goal is to distinguish ourselves by putting clients first, using a simple and transparent fee structure, and recognised European custodians.

As a result, we are seeking a highly skilled Investment Counsellor to join our team in Spain.

The Day-to-Day

The successful candidate will be responsible for building and maintaining relationships with high-net-worth clients in Spain, ensuring they receive exceptional service.

You will manage a book of approximately €100-150 million in assets and be the conduit between our clients, our Investment Policy Committee, research and trading departments, and service teams.

  • Update clients proactively on portfolio changes, financial markets, and our current market strategy.

  • Gain advanced finance education through our training program.

  • Meet regular targets and performance metrics.

Benefits and Perks

  • 100% paid premiums for 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 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.