Financial Advisor

2 days ago

Dublin, Dublin City, Ireland beBeeInvestment Full time €1,200,000 - €1,500,000

Job Description:

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As a skilled financial advisor, you will be responsible for managing relationships with high-net-worth clients in Ireland. Your ability to understand their needs and educate them on portfolio changes will be crucial in maintaining long-lasting relationships.

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Key Responsibilities:

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  • Build strong relationships with clients, ensuring they receive exceptional service">
  • Manage a book of high-net-worth relationships with approximately €100-150 million in assets">
  • Act as the conduit between clients, our Investment Policy Committee, research and trading departments, and several service teams">
  • Proactively update clients on portfolio changes, financial markets, current market strategy, and investment philosophy">
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Requirements:

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You will need to have 2+ years' experience working with private clients in the banking/wealth management industry. A sound knowledge of financial concepts, markets, and current events is essential. The ability to connect with and educate various audiences is also crucial.

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Benefits:

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Fisher Investments Ireland offers a comprehensive benefits package, including:

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  • 100% paid premiums for top-tier supplemental healthcare and dental plans">
  • 28 days annual leave, with the option to purchase additional days">
  • Enhanced maternity pay package">
  • Retirement pension plan with company contributions">
  • Monthly gym subsidy">
  • Employee Assistance Program and other emotional wellbeing services">
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About Us:

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We are a global organization that puts clients first, providing unmatched service and taking a personalized approach to investing. Our goal is to help our employees meet their long-term goals through various benefits and support.

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