Job Description
Investment Counsellor Opportunity
Seeking a highly motivated individual with a finance background to manage relationships with high-net-worth clients in Spain.
About the Role
Fisher Investments Ireland, a European subsidiary of Fisher Investments, is seeking an Investment Counsellor to join our team in Dublin. As an Investment Counsellor, you will be responsible for managing a book of high-net-worth relationships with approximately €100-150 million in assets.
Key Responsibilities
- Build long-standing relationships with clients, ensuring they receive exceptional service
- Manage a portfolio of high-net-worth clients, providing expert financial guidance and advice
- Proactively update clients on portfolio changes, financial markets, and investment strategy
- Collaborate with research and trading departments to provide clients with a comprehensive investment solution
Requirements
- 2+ years 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
- CFA or IMC certification beneficial
Why Fisher Investments Ireland
Fisher Investments Ireland is a global investment firm that prioritizes client relationships and provides a personalized approach to investing. Our team is dedicated to delivering exceptional service and education to our clients.
Benefits
- 100% paid premiums for supplemental healthcare and dental plans
- 28 days annual leave, plus 11 paid holidays
- Enhanced maternity pay package
- Retirement pension plan with company match
- Collaborative working environment with ongoing training and support
Fisher Investments Ireland values diversity and inclusion, and we are committed to creating a workplace where everyone can thrive.