Investment Counsellor Role
We are seeking motivated candidates with finance backgrounds to join our team as Investment Counsellors.
The Opportunity
The Investment Counsellor (IC) role is focused on managing relationships with high-net-worth clients in Spain from our office in Dublin.
Your Responsibilities
* 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
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 Spanish and native or fluent English language skills (Proficiency in other European languages is beneficial)
About Us
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 continue our expansion in Europe.