Portfolio Management Specialist

22 hours ago


Dublin, Dublin City, Ireland TN Ireland Full time

Fisher Investments Ireland is a European subsidiary of Fisher Investments, a privately-held investment management firm providing professional discretionary portfolio management services for high net worth private clients and institutions.

We're looking for a Portfolio Management Specialist to join our team as an Investment Counsellor, focusing on managing relationships with high-net-worth clients in Italy from our Dublin office.

About the Role:
  • Manage a book of high-net-worth relationships with approximately €100-150 million in assets
  • Be responsible for proactively updating clients on portfolio changes, financial markets, and market strategy
  • Collaborate with the Investment Policy Committee, research and trading departments, and service teams to deliver exceptional client service

As a key member of our team, you'll have the opportunity to gain advanced finance and capital markets education through our training program.



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