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Financial Markets Advisor

3 weeks ago

Dublin, Dublin City, Ireland beBeeInvestment Full time €60,000 - €80,000
Job Title

A career in financial markets and investments offers the opportunity to advise clients on financial markets and build a lasting legacy of excellent service.

Fisher Investments Ireland is an investment management firm that provides professional discretionary portfolio management services for high net worth private clients and institutions. Our team is growing, and we are searching for motivated candidates with finance backgrounds to join us as Investment Counsellors to help expand our presence in Europe.

  • This role focuses on managing relationships with high-net-worth clients in Ireland. Your ability to understand client needs and educate them on portfolio changes will be crucial to building long-lasting relationships.
Responsibilities
  • Become the conduit between clients, our Investment Policy Committee, research and trading departments, and service teams.
  • Proactively update clients on portfolio changes, financial markets, our current market strategy and investment philosophy.
Skills Required
  • Minimum 2 years experience working with private clients within the banking/wealth management industry.
  • QFA or working towards QFA preferred.
  • A sound knowledge of financial concepts, markets, current events and the market you will service your clients in.
  • The ability to connect with and educate a variety of audiences.
  • Able to maintain positivity and empathise with clients in good times and bad.
Benefits
  • We offer a range of benefits, including:
  • 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 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.