Financial Markets Expert

6 days ago


Dublin, Dublin City, Ireland beBeeCounsellor Full time €180,000 - €200,000
Investment Counsellor Role

We are seeking a skilled Investment Counsellor to manage relationships with high-net-worth clients in Spain.

This is an exciting opportunity for someone with a strong background in finance and experience working with private clients. The ideal candidate will possess excellent communication and interpersonal skills, with the ability to educate clients on financial markets and investments.

Key Responsibilities:

  • Build long-standing relationships with clients and provide exceptional service.
  • Manage a book of high-net-worth relationships.
  • Act as a 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 and investment philosophy.

Requirements:

  • At least 2 years' experience in private banking/wealth management.
  • Solid knowledge of financial concepts, markets, and current events.
  • Native Spanish and native or fluent English language skills.
  • Ability to connect with and educate various audiences.
  • Maintain a positive personality and empathise with clients in good times and bad.

About This Opportunity:

Fisher Investments Ireland offers a range of benefits, including 100% paid premiums for top-tier supplemental healthcare and dental plans, 28 days annual leave, and a retirement pension plan with a 9% company pension contribution.



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