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Italian investment counsellor

Dublin
Fisher Investments
Counsellor
Posted: 1 September
Offer description

Join to apply for the Italian Investment Counsellor role at Fisher Investments1 day ago Be among the first 25 applicantsJoin to apply for the Italian Investment Counsellor role at Fisher InvestmentsOverviewAre you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service?OverviewAre you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service?Fisher Investments Ireland is a European subsidiary of Fisher Investments, a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the world's preeminent institutions. Our organisation has grown significantly over the past decade and we are looking for motivated candidates with finance backgrounds to join our team as Investment Counsellors to help us better the financial industry in Italy as we continue our expansion in Europe.The Opportunity:The Investment Counsellor (IC) role is focused on managing relationships with high-net-worth clients in Italy from our office in Dublin. Your understanding of our clients' needs and ability to educate them on the reasoning behind portfolio changes is crucial to your success in this role. You will report to your Team Manager who will aid in your professional development.The Day-to-Day:Build long standing relationships with our clients, ensuring they always receive exceptional serviceManage a book of high-net-worth relationships with approximately €100-150 million in assetsBe the conduit between our clients, our Investment Policy Committee, our research and trading departments, and several service teamsProactively update clients on portfolio changes, financial markets, our current market strategy and investment philosophyGain advanced finance and capital markets education through our training programQualifications:2+ years exposure to private clients within the banking /wealth management industryA sound knowledge of financial concepts, markets, current events and the marketNative Italian and native or fluent English language skills (Proficiency in other European languages is beneficial)Connect with and educate a variety of audiencesMaintain a positive personality and empathise with clients in good times and badA Bachelor's Degree, Master Degree or CFA is beneficialQFA or CISI level 4 is beneficialWhy 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 dependents28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 11 paid holidaysEnhanced maternity pay package with 26 weeks’ top up to full base pay for eligible employees$10,000* fertility, hormonal health and family-forming benefitA retirement pension plan, featuring a 9% company pension contribution of your base pay and an additional company match of up to 5% of base payMonthly gym subsidy of up to €50 per monthEmployee Assistance Program and other emotional wellbeing servicesA collaborative working environment that practices ongoing training, educational support and employee appreciation eventsThis 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. This program is subject to change.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 EMPLOYERSeniority levelSeniority levelEntry levelEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesReferrals increase your chances of interviewing at Fisher Investments by 2xGet notified about new Investment Advisor jobs in Dublin, County Dublin, Ireland.Dublin, County Dublin, Ireland 1 week agoDublin, County Dublin, Ireland 2 weeks agoDublin, County Dublin, Ireland 4 months agoDublin, County Dublin, Ireland 1 week agoInvestment Banking Manager/Associate DirectorDublin, County Dublin, Ireland 3 weeks agoDublin, County Dublin, Ireland 3 weeks agoDublin, County Dublin, Ireland 2 weeks agoClonee, County Meath, Ireland €32,000.00-€65,000.00 3 weeks agoDublin, County Dublin, Ireland 1 week agoDublin, County Dublin, Ireland 3 months agoDublin, County Dublin, Ireland 1 month agoDublin, County Dublin, Ireland 2 months agoDublin, County Dublin, Ireland €60,000.00-€75,000.00 2 weeks agoTreasury Manager - Investment ManagementDublin, County Dublin, Ireland 2 weeks agoDublin, County Dublin, Ireland 2 days agoDublin, County Dublin, Ireland 2 weeks agoDublin, County Dublin, Ireland 2 weeks agoInvestment Business Analyst - 18 Month FTCDublin, County Dublin, Ireland 2 weeks agoDublin, County Dublin, Ireland 3 weeks agoDublin, County Dublin, Ireland 3 weeks agoRelationship Director - Wealth ManagementDublin, County Dublin, Ireland 2 weeks agoDublin, County Dublin, Ireland 1 month agoDublin, County Dublin, Ireland 2 months agoDublin, County Dublin, Ireland 1 week agoDublin, County Dublin, Ireland 3 weeks agoPerformance Attribution Analyst - Investment ManagerDublin, County Dublin, Ireland 2 weeks agoDublin, County Dublin, Ireland 3 weeks agoDublin, County Dublin, Ireland 1 week agoDublin, County Dublin, Ireland 1 week agoEngagement Manager, Aircraft Investment AdvisoryDublin, County Dublin, Ireland 2 months agoDublin, County Dublin, Ireland 2 weeks agoDublin, County Dublin, Ireland 1 week agoDublin, County Dublin, Ireland 2 weeks agoWe’re unlocking community knowledge in a new way. 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