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Spanish private client executive - high net worth outreach

Dublin
Fisher Investments
Client executive
Posted: 30 January
Offer description

A global investment firm in Dublin seeks a Private Client Executive to manage high net worth client relationships. Responsibilities include assessing client suitability for portfolio management services, educating clients on investment opportunities, and gathering necessary information for analysis. Ideal candidates are Level 4 Qualified with a university degree, integrity, and strong communication skills, along with proficiency in both English and Spanish. Provisions for travel to meet clients as needed. Comprehensive employee benefits package included.
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