Danish Relationship Manager Position at Fisher Investments Location: Dublin, County Dublin, Ireland Overview Are 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 Luxembourg – Dublin Branch 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 pre‑eminent 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 Denmark as we continue our expansion in Europe.
Opportunity The Investment Counsellor (IC) role is focused on managing relationships with high‑net‑worth clients in Denmark from our office in Dublin.
Your ability to understand our clients' needs and educate them on the reasoning behind portfolio changes will be crucial to your success in this role.
You will report to your Team Manager who will aid in your professional development.
Day-to-Day Build long‑standing relationships with our clients, ensuring they always receive exceptional service Manage a book of high‑net‑worth relationships with approximately €100‑150 million in assets Be the conduit between our clients, our Investment Policy Committee, our research and trading departments, and several service teams Proactively update clients on portfolio changes, financial markets, our current market strategy and investment philosophy Gain advanced finance and capital markets education through our training program Qualifications2+ years exposure to private clients within the banking/wealth management industry A sound knowledge of financial concepts, markets, current events and the market Native Danish and native or fluent English language skills; proficiency in other European languages is beneficial Ability to connect with and educate a variety of audiences Maintain a positive personality and empathise with clients in good times and bad Mi FID certification, training or the equivalent CFA or similar education is beneficial Benefits100% 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 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 A 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 A collaborative working environment that practices ongoing training, educational support and employee appreciation events Option to participate in a hybrid work‑from‑home program (subject to change)Employees residing outside of the US will receive an equivalent $10,000 benefit in local currency FISHER INVESTMENTS LUXEMBOURG IS AN EQUAL OPPORTUNITY EMPLOYER
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