Investment Portfolio Specialist
6 days ago
Fisher Investments UK is seeking an experienced Investment Counsellor to join our team in Dublin. As a key member of our global investment management firm, you will be responsible for managing relationships with high-net-worth clients in Italy and providing exceptional client service.
About the Role
The Investment Counsellor role involves building long-standing relationships with clients, ensuring they receive exceptional service and proactively updating them on portfolio changes, financial markets, and our current market strategy. You will report to your Team Manager who will aid in your professional development.
Responsibilities
* Build relationships with clients and ensure they receive exceptional service
* Manage a book of high-net-worth relationships with approximately €100-150 million in assets
* Be the conduit between clients, our Investment Policy Committee, research and trading departments, and several service teams
* Proactively update clients on portfolio changes, financial markets, and our current market strategy
Qualifications
* 2+ years exposure to private clients within the banking/wealth management industry
* A sound knowledge of financial concepts, markets, current events, and the market
* Native Italian and native or fluent English language skills (Proficiency in other European languages is beneficial)
* Connect with and educate a variety of audiences
* Maintain a positive personality and empathise with clients in good times and bad
Benefits
Fisher Investments UK offers a range of benefits, including enhanced maternity pay package, fertility benefits, retirement pension plan, gym subsidy, employee assistance program, and ongoing training and educational support.
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