The Opportunity
We are seeking an Italian PCA Associate to support our team in providing regulated and suitable advice to clients of Fisher Investments Ireland. You will work closely with Analysts, Tied Agents, and Investment Counsellors to evaluate client goals, risk profiles, and investment strategies.
Key Responsibilities
* Prepare written proposals by collecting client information and conducting analysis based on existing assets and portfolio simulations.
* Partner with internal groups to ensure smooth case transitions.
* Work on ad hoc group projects to increase efficiency.
Your Qualifications
* A University degree or equivalent combination of education/experience.
* Fluent Written and Verbal language proficiency in Italian & English.
* Experience with financial planning and investment principles or industry exams preferable.
About Fisher Investments Ireland
Fisher Investments Ireland is a global organisation that prioritises client needs, provides unmatched service, and takes a personalised approach to investing. We use a simple and transparent fee structure and recognised European custodians, ensuring our clients' priorities are aligned with ours.