Swedish Private Client Advice Associate
1 week ago
The Opportunity: The Private Client Advice (PCA) group evaluates client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark rmendations. As a Swedish PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellors in providing regulated and suitable advice to prospective and existing clients of Fisher Investments Ireland. You will learn to use data and insights to guide your rmendations. You will report to your Team Leader who will aid in your professional development and job training. The Day-to-Day: Prepare and format written proposals by collecting client information, using information from third-party vendors, and conducting analysis based on the existing assets, and running portfolio simulations Partner with other internal groups to ensure smooth transition of cases Work on ad hoc group projects to help increase efficiency Use Excel (performplex functions) and Adobe to customize proposals and produce detailed reports Your Qualifications: A University degree or equivalentbination of education/experience Fluent language proficiency in: Swedish (Written and Verbal) Experience with financial planning and investment principles or industry exams preferable Produce quality work within a target timeline Eager to work in an energetic, collaborative environment to support high-volume output Why Fisher Investments Ireland: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that Fisher Investments and Fisher Investments Ireland align with our clients' priorities by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our 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%pany pension contribution of your base pay and an additionalpany 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 This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. *Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS IRELAND IS AN EQUAL OPPORTUNITY EMPLOYER Job ID 83201393760
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Dutch Private Client Advice Associate
3 days ago
Dublin, Ireland Fisher Investments Full timeDutch Private Client Advice Associate Fisher Investments Dublin, Ireland Apply now Posted 14 days ago Permanent Competitive The Opportunity: The Private Client Advice (PCA) group evaluates client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations. As a Dutch...
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Dutch Private Client Advice Associate
3 weeks ago
Dublin, Ireland Fisher Investments Full timeDutch Private Client Advice AssociateFisher Investments Dublin, IrelandApply nowPosted 14 days ago Permanent CompetitiveThe Opportunity:The Private Client Advice (PCA) group evaluates client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations.As a Dutch PCA...
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Spanish Private Client Advice Associate
3 weeks ago
Dublin, Ireland Fisher Investments Uk Full timeOverviewThe Opportunity:The Private Client Advice (PCA) group evaluates client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations.The group provides regulated financial planning advice on the suitability of pension switches/transfers, bond surrenders, investment...
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Spanish Private Client Advice Associate
4 weeks ago
Dublin Pike, Ireland Fisher Investments UK Full timeOverview The Opportunity: The Private Client Advice (PCA) group evaluates client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations. The group provides regulated financial planning advice on the suitability of pension switches/transfers, bond surrenders,...
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Dublin, Ireland UnitedHealth Group Full timeSpanish Private Client Advice Associate in Dublin Showing 6 Spanish Private Client Advice Associate jobs in Dublin Hundreds of Remote spanish hiring for immediate start. Apply online today with 1 click. Some employers areoffering attractive salaries and bonuses to attract the best employees. See job offers nearby. Easy application. Get more details. No...
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15h Left: Client Relationship Manager
3 weeks ago
Dublin, Ireland CPL Full timeInterested in digital marketing? Fluent in English and one of Nordic languages (Danish, Norwegian or Swedish or Finnish)? We’re currently hiring both entry-level and experienced professionals to join a global professional services company in Dublin, Ireland. You’ll be representing one of the leading social media platforms—famous for its visual...
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Tax Senior Associate
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Dublin, Ireland Catalyst Labs Full timeAbout Us: Catalyst Labs is a leading agency specializing in direct placements, contingent placements, outsourcing and EOR. We stand out as an agency that is deeply embedded in our clients recruitment operations. We work directly with hiring manager who understand the value of strategic tax leadershipand we take pride in facilitating conversations that are...
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Private Client Tax Associate Director
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Dublin, Ireland Grant Thornton (Ni) Llp Full timeJoin to apply for thePrivate Clients Associate Directorrole atGrant Thornton (NI) LLP1 day ago Be among the first 25 applicantsJoin to apply for thePrivate Clients Associate Directorrole atGrant Thornton (NI) LLPPrivate Clients – Associate DirectorAt Grant Thornton Advisors (NI), we have a growing Tax Team consisting of over 70 Tax specialists with deep...
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Dublin, Ireland CPL Full timeAre you passionate about digital marketing and fluent in English and one of Nordic languages (Danish, Norwegian or Swedish)? We’re currently hiring both entry-level and experienced professionals to join a global professional services company in Dublin, Ireland. You’ll be representing one of the leading social media platforms—famous for its visual...
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Tax Director
3 weeks ago
Dublin, Ireland Origon Full timeOverviewTax Director - Private Clients, International Professional Services Firm (Top 10)Our client is a leading name in the professional services sector, with a full service offering to domestic and international clients in Ireland.Their suite of service include Tax, Assurance, and a broad depth of business advisory services that they provide to companies...
