Italian Private Client Executive

1 month 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 Italian 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 Account Executive

    6 months ago

    Dublin, Ireland Fisher Investments Full time

    Overview Join Fisher Investments Ireland (FII) as one of the first Account Executives (AEs) for Italy. You will be a crucial part of the sales process as the liaison between potential Italian private clients and our firm - helping both the prospect's financial future and our overall growth. As an Italian Account Executive, you engage with...

  • Italian Account Executive

    3 days ago

    Dublin, Ireland Cross Border Talents Full time

    Were Hiring: Account Executive (Italian Speaking) Join Our Team!Are you a proactive, sales-driven professional with a knack for building meaningful relationships? If you're looking to elevate your career, we have a fantastic opportunity for you as an Account Executive in our dynamic team based in Dublin, Ireland!Location: Remote within Ireland or Hybrid in...

  • Spanish Private Client Executive

    1 month 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...

  • Italian Account Executive

    1 week ago

    Dublin, Ireland Fisher Investments Full time

    Overview: Imagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. As a Italian Account Executive, you pick up the phone and engage with high-net-worth individuals who have expressed interest in Fisher Investment Europe’s materials. Using sales...

  • Italian Account Executive

    1 week ago

    Dublin, Ireland Fisher Investments Full time

    Overview: Imagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. As a Italian Account Executive, you pick up the phone and engage with high-net-worth individuals who have expressed interest in Fisher Investment Europe’s materials. Using sales...

  • Account Executive

    3 days ago

    Dublin, Ireland Recruitment Apple Lovers Full time

    Position: Account Executive Location: Dublin, Republic of Ireland Work model: Remote within Ireland, Hybrid in Dublin Employment type: Temporary Contract, Full-time Remuneration: Base salary + bonus DUTIES AND RESPONSIBILITIES: Oversee the entire sales process, from sales-qualified and marketing-qualified leads to closing, leveraging appropriate resources...

  • Operations Administrator with Italian

    3 weeks ago

    Dublin, Ireland Panda Full time

    The Company Future Street Ltd is an Irish company specialising in smart waste management for the public and private sectors. We are the largest distributor of the global leading Bigbelly smart waste platform product and are responsible for its deployment across 15 countries in Europe. We are headquartered in Ballymount, Dublin 24, with local offices in...

  • Investment Administrator

    4 weeks ago

    Dublin, Ireland Lincoln Recruitment Full time

    My client in the financial services industry is hiring a Support Administrator Investment Oversight, to join their team. Reporting to the Investment Oversight Controller, the role will involve providing cross functional support and administration related to product and investment offerings. The role will also involve translating material between English and...

  • Tax Senior

    6 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...

  • Private Client Administrator

    1 month ago

    Dublin, Ireland Elevate Partners Full time

    We are currently working with an international Wealth Management firm who are looking to hire a Private Client Administrator to join their team in Dublin. The successful candidate for this role will provide support to Financial Planners ensuring client satisfaction through direct contact with client, and other operational colleagues. Role Duties include:To...

  • Tax Senior

    4 months ago

    Dublin, Ireland Mazars Chartered Accountants Full time

    Forvis Mazars , the smart choice Forvis Mazars in Ireland is a leading professional services firm with ambitious growth plans and over 800 staff based in Dublin, Galway and Limerick. We are an integral part of Forvis Mazars Group, an internationally integrated partnership with over 50,000 professionals operating in over 100 countries and territories around...

  • Private Client Administrator

    1 month ago

    Dublin, Ireland Elevate Partners Full time

    Job DescriptionWe are currently working with an international Wealth Management firm who are looking to hire a Private Client Administrator to join their team in Dublin. The successful candidate for this role will provide support to Financial Planners ensuring client satisfaction through direct contact with client, and other operational colleagues. Role...

  • Client Services Executive

    2 months ago

    Dublin, Ireland Elevate Partners Full time

    Our client a leading Wealth Management firm are currently looking to hire a Client Services Executive to join their team. The successful candidate will have great communications skills and attention to detail.Role Duties Include: The provision of general administrative support to a team of Directors, Associate Directors and Senior Private Client...

  • Italian Speaking Technical Support Engineer

    3 weeks ago

    Dublin, Ireland FRS Recruitment Full time

    Italian Speaking Technical Support Engineer: Dublin/Blanchardstown I am delighted to bring this exciting Italian Speaking Technical Support Engineer opportunity to you. My client, a leading multinational SaaS client, is looking to fill this exciting opportunity due to internal promotions. You will work out of their state-of-the-art hub in Blanchardstown,...

  • Care Advisor

    3 weeks ago

    Dublin, Ireland Allianz Partners Full time

    We are Allianz Partners. The leader in assistance and insurance solutions in the areas of health, assistance, automotive and travel insurance. Allianz Partners is a global family of over 19,000 employees across 78 countries. This role is in the Health line of the business, which has a number of well-known customer facing brands such as Allianz Care, Nextcare...

  • Tax Assistant Manager

    6 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

    6 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....

  • Italian Speaking Technical Support Engineer

    3 weeks ago

    Dublin, Ireland FRS Recruitment Full time

    Italian Speaking Technical Support Engineer: Dublin/BlanchardstownI am delighted to bring this exciting Italian Speaking Technical Support Engineer opportunity to you. My client, a leading multinational SaaS client, is looking to fill this exciting opportunity due to internal promotions.You will work out of their state-of-the-art hub in Blanchardstown,...

  • Private Client Administrator

    6 days 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...

  • Tax Senior Manager

    4 months ago

    Dublin, Ireland Mazars Chartered Accountants Full time

    Forvis Mazars, the smart choice Forvis Mazars in Ireland is a leading professional services firm with ambitious growth plans and over 800 staff based in Dublin, Galway and Limerick. We are an integral part of Forvis Mazars Group, an internationally integrated partnership with over 50,000 professionals operating in over 100 countries and territories around...