Private Client Advice Associate Job Description
The Private Client Advice (PCA) team is responsible for evaluating client and prospect goals, risk profiles, current investment strategies, and structures to determine suitable asset allocation and benchmark recommendations.
As a PCA Associate, you will:
* Support team members in providing regulated and suitable advice to clients and prospects
* Learn to use data and insights to guide your recommendations
* Report to a Team Leader who will aid in your professional development and job training
Day-to-Day Tasks:
1. Prepare and format written proposals by collecting client information, using information from third-party vendors, and conducting analysis based on existing assets and running portfolio simulations
2. Partner with internal groups to ensure smooth case transitions
3. Work on ad hoc group projects to increase efficiency
4. Use Excel and Adobe to customize proposals and produce detailed reports
Required Skills and Qualifications:
* University degree or equivalent combination of education/experience
* Fluent language proficiency in English (written and verbal)
* Experience with financial planning and investment principles or industry exams preferred
* Produce quality work within a target timeline
* Eager to work in an energetic, collaborative environment to support high-volume output
Why Work at Fisher Investments Ireland:
* Global organization that puts clients first and provides unmatched service
* Personalized approach to investing
* Simple and transparent fee structure
* Recognized European custodians
Benefits:
* 100% paid premiums for 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
* 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
* 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.