Opportunity
We are a European subsidiary of Fisher Investments, a privately-held investment management firm. 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.
About the Role
* Manage relationships with high-net-worth clients in Belgium from our office in Dublin.
* Understand and educate clients on the reasoning behind portfolio changes.
* Report to your Team Manager who will aid in your professional development.
Key Responsibilities
1. Build long standing relationships with our clients, ensuring they always receive exceptional service.
2. Manage a book of high-net-worth relationships with approximately €100-150 million in assets.
3. Be the conduit between our clients, our Investment Policy Committee, our research and trading departments, and several service teams.
4. Proactively update clients on portfolio changes, financial markets, our current market strategy and investment philosophy.
5. Gain advanced finance and capital markets education through our training program.
Your Qualifications
* 2+ years exposure to private clients within the banking/wealth management industry.
* A sound knowledge of financial concepts, markets, current events and the market.
* Native/Fluent French and English skills, Flemish & Dutch is also highly beneficial.
* Connect with and educate a variety of audiences.
* Maintain a positive personality and empathise with clients in good times and bad.
* MiFID certification, training or the equivalent.
* CFA or similar education is beneficial.
About Us
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. We use a simple and transparent fee structure and recognised European custodians.
Benefits
* 100% paid premiums for our top-tier supplemental healthcare and dental plans for employees and their qualified dependents.
* 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.
* 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.
* A collaborative working environment that practices ongoing training, educational support and employee appreciation events.
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.