Spanish Private Client Executive

2 months ago

Dublin, Ireland Fisher Investments Full time

Overview

The Opportunity:

The Private Client Executive (PCE) is responsible for calling high net worth prospective clients, holding phone meetings to gather information about their current situation, and then assessing whether the prospective client may be suited for the portfolio management services of Fisher Investments and further analysis. The PCE role is based in our Dublin office and will travel to visit prospective clients when necessary. New client relationships may be secured over the phone or, in some cases, in-person. You will be reporting to the VP of Sales Development.

The Day-to-Day:

Apply successful business development skills, such as following through on Company provided leads by calling, setting appointments with and meeting prospective clients Educate prospective clients on the competitive investment landscape, and the services of Fisher Investments, and the role of Fisher Investments Europe Gather suitability information and documentation from prospective clients in order for the Private Client Advice group to analyse the information and formulate advice Effectively explain the Company’s Client Confidential Agreement (CCA) terms and conditions, including client fees and billing policies Work closely with the assigned Investment Counsellor in initiating and maintaining the new client relationship

The PCEs will not receive any Account Executive set meetings and will be expected to set phone meetings from Company provided leads.

Your Qualifications:

Level 4 Qualified meeting the RDR requirements A University degree or equivalent combination of education/experience Integrity and a strong professional reputation to be deemed fit and proper to carry out the responsibilities of a prospective client facing role Strong communication skills coupled with excellent listening and questioning skills Demonstrated work ethic, goal-orientated, results driven and has excelled in current responsibilities Superior knowledge of the Fisher service model , internal processes, investment philosophies and strategies Native Spanish language fluency required English professional proficiency required

All applicants will be reviewed by the Executive Managing Director, GVP Sales Support & Development and Director of Operations

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% 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

*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

  • Italian Private Client Executive

    2 months ago

    Dublin, Ireland Fisher Investments Full time

    Overview The Opportunity: The Private Client Executive (PCE) is responsible for calling high net worth prospective clients, holding phone meetings to gather information about their current situation, and then assessing whether the prospective client may be suited for the portfolio management services of Fisher Investments and further analysis. The...

  • Tax Senior

    7 months ago

    Dublin, Ireland Mazars Full time

    Mazars, the smart choice Mazars is a leading professional services firm in Ireland with ambitious growth plans and over 800 staff based in Dublin, Galway and Limerick. As an internationally integrated partnership, we operate in over 100 countries and territories around the world and draw on the expertise of The role We wish to appoint a Tax...

  • Hybrid Role

    7 months ago

    Dublin, Ireland Interactive Brokers Full time

    Responsibilities : Providing support to clients through phone, chats, and ticketsTechnical and functional support for the Interactive Brokers’ platforms Desktop applications (Windows, macOS, and Linux)Mobile applications (Android and iOS) Troubleshooting and support for Interactive Brokers’ web-based offeringsProblem management with a focus on wide-scale...

  • Inside Sales Executive

    5 months ago

    Dublin, Ireland Temenos Full time

    THE ROLE Are you interested in working in amulti-cultural global organization? Do you have a passion for sales, a drivefor success and expanding both your professional knowledge, but also your personaldevelopment? Are you fluent in Spanish ? Your role is to assist the sales& marketing team in Europe and support the lead generation process. This role...

  • Spanish Investment Counsellor

    5 months ago

    Dublin, Ireland Fisher Investments Full time

    Overview Are you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service? Fisher...

  • Tax Assistant Manager

    7 months ago

    Dublin, Ireland Mazars Full time

    The Position We wish to appoint a Tax AM with a minimum of 2 years’ practice experience to work in our Private Clients department. Working closely with partners and senior management, the candidate will have the opportunity to work with a large portfolio of clients, from a range of Private Clients many of which have an international focus. This...

  • Tax Senior Manager

    7 months ago

    Dublin, Ireland Mazars Full time

    Your role We wish to appoint a Senior Tax Manager with a minimum of 5 years’ practice experience to work in our Private Clients department. Working closely with partners and senior management, the candidate will have the opportunity to work with a large portfolio of clients, from a range of Private Clients many of which have an international focus....

  • Private Client Administrator

    1 month ago

    Dublin, Ireland Evelyn Partners Full time

    Job DescriptionWhat will you be doing?We’re seeking an ambitious individual to join our Wealth Management team in Dublin, you will be responsible for providing full administrative support 1 to 2 Investment Managers, as well as building relationships with clients to deliver a positive and sleek client experience.What’s in it for me? As a Client...

  • Spanish Investment Counsellor

    4 months ago

    DUBLIN, Ireland Fisher Investments Full time

    Are you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service? Fisher Investments Ireland is...

  • Executive Edge | Executive Assistant D24

    1 week ago

    Dublin, Ireland Executive Edge Full time

    Our client is based in Tallaght, Dublin 24 and is currently recruiting for an experienced Executive Assistant to join their busy team. The purpose of the role is to support the Executive Team by providing proactive, efficient and organised support to enable them to focus on key business issues. This role requires a high degree of professionalism,...

  • Sales Representative

    7 months ago

    Dublin, Ireland TTEC Full time

    At TTEC, we’re all about the Human Experience. Elevated. As a  Sales Representative - Spanish in Dublin, Ireland , you’ll be a part of creating and delivering amazing customer experiences while you also #ExperienceTTEC, an award-winning employment experience and company culture.  What You’ll Be Doing  Are you results focused and love to help...

  • Affiliate Manager

    1 week ago

    Dublin, Ireland David Kennedy Recruitment Full time

    David Kennedy Recruitment is working with a multinational financial services company specializing in online trading who is seeking to onboard a Spanish-speaking Affiliate Manager to join their team.  Position: Affiliate ManagerLocation: remote, EMEA regionWork model: remoteEmployment type: Full-time, Service AgreementRemuneration: Base salary + bonuses....

  • Private Client Tax Manager

    7 months ago

    Dublin, Ireland Cornmarket Full time

    At Cornmarket, we look after the financial wellbeing of public servants and their families. We’ve been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services – from car, home, tax, health and life insurance, to income protection, retirement planning and beyond. Role Purpose As the...

  • Director, Private Equity

    2 months ago

    Dublin, Ireland HedgeServ Full time

    HedgeServ is a leading global fund administrator with more than $450 billion in assets under administration across all investment vehicles including Hedge Funds, Private Equity Funds, UCITS, Hybrid Credit Managers, Funds of Funds and Managed Account Platforms. We optimize our clients’ experience using unique proprietary technology coupled with robotic...

  • Manager, Private Equity

    2 months ago

    Dublin, Ireland HedgeServ Full time

    HedgeServ is a leading global fund administrator with more than $450 billion in assets under administration across all investment vehicles including Hedge Funds, Private Equity Funds, UCITS, Hybrid Credit Managers, Funds of Funds and Managed Account Platforms. We optimize our clients’ experience using unique proprietary technology coupled with robotic...

  • Client Services Executive

    2 days ago

    Dublin 9, Ireland Owen Daniels Consultancy Full time

    Client Services Executive Permanent Position Salary depending on experience Global Logistics & Freight Specialists Dublin, Ireland ASAP StartOwen Daniels are partnered with a global logistics & freight specialist, who are seeking a Client Services Executive, on a permanent basis. In the role, you will respond in a timely and efficient manner to all...

  • Randstad Client Solutions Ireland | Senior Accounting Manager

    2 days ago

    Dublin, Ireland Randstad Client Solutions Ireland Full time

    Responsibilities: Manage a portfolio of clients of variable sizes across different industries. Managing Accountancy Services to a bureau of clients which will include (but is not limited to): o Review of monthly/quarterly management accounts o Review of Unaudited Year-End Statutory Accounts o Advising clients with systems of financial control o Company...

  • Executive Edge | Senior Partner Success Manager

    2 days ago

    Dublin, Ireland Executive Edge Full time

    Senior Partner Success Manager / IT Technology Our client is a very successfully distributor seeking a Senior Partner Success Manager to manage a team of sales account manager and drive the business unit strategy. Salary: €50K base plus €30K bonus and benefits. The Role: As Senior Partner Success Manager, responsibility will be to drive profitable market...

  • Private Equity

    7 months ago

    Dublin, Ireland JPMorgan Chase & Co. Full time

    Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Private Equity and Real Estate Services (PERES) team and partner with our Business to provide comprehensive and high quality outsourced administration & banking services to private equity...

  • Executive Edge | IT Project Manager

    2 days ago

    Dublin, Ireland Executive Edge Full time

    IT Project Manager- Salesforce Our client, a multi-nation Automotive Distribution firm, are looking to recruit an experience IT project Manager to join their IT team. The IT Project Manager will be working together with key stakeholders to define project priorities and key milestones while effectively project managing to ensure effective task oversight and...