Job Description
Investment Counsellor Role
Fisher Investments Ireland is seeking a highly motivated and experienced Investment Counsellor to join our team in Dublin. As an Investment Counsellor, you will be responsible for managing relationships with high-net-worth clients in Spain, providing exceptional client service, and educating clients on portfolio changes.
Key Responsibilities:
- Build and maintain 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 a conduit between clients, our Investment Policy Committee, research and trading departments, and service teams
- Proactively update clients on portfolio changes, financial markets, and our current market strategy
- Gain advanced finance and capital markets education through our training program
Requirements:
- 2+ years of experience in private banking or wealth management
- Sound knowledge of financial concepts, markets, and current events
- Native Spanish and native or fluent English language skills
- Ability to connect with and educate a variety of audiences
- Maintain a positive personality and empathise with clients in good times and bad
- Bachelor's Degree, Master Degree, or CFA is beneficial
Why Fisher Investments Ireland:
Fisher Investments Ireland is a European subsidiary of Fisher Investments, a privately-held investment management firm. We offer a collaborative working environment, ongoing training, and educational support. Our employees enjoy 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.