Investment Counsellor Opportunity
Are you interested in advancing your career as a finance expert, helping high-net-worth clients navigate financial markets and investments? Fisher Investments Ireland is seeking motivated candidates with finance backgrounds to join our team as Investment Counsellors. As an Investment Counsellor, you will play a key role in managing relationships with clients, providing exceptional service, and educating them on portfolio changes.
The Role
As an Investment Counsellor, you will be responsible for:
* Building long-standing relationships with clients, ensuring they receive exceptional service
* Managing a book of high-net-worth relationships with assets approximately €100-150 million
* Serving as the conduit between clients, our research and trading departments, and service teams
* Proactively updating clients on portfolio changes, financial markets, and our current market strategy and investment philosophy
* Gaining advanced finance and capital markets education through our training program
Qualifications
We are looking for candidates with:
* At least 2 years of experience working with private clients in the banking/wealth management industry
* A sound knowledge of financial concepts, markets, and current events
* Native Spanish and native or fluent English language skills (Proficiency in other European languages is beneficial)
* Excellent communication and interpersonal skills
* A Bachelor's Degree, Master Degree, or CFA is beneficial
* IMC or CISI level 4 is beneficial
Why Join Our Team?
Fisher Investments Ireland prioritises client satisfaction, providing unmatched service and taking a personalised approach to investing. We offer a range of benefits, including:
* 100% paid premiums for top-tier supplemental healthcare and dental plans
* 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
* Monthly gym subsidy of up to €50 per month
* Employee Assistance Program and other emotional wellbeing services