Overview
The Private Client Executive (PCE) plays a key role in identifying and acquiring high net worth clients for Fisher Investments Europe. Based in our Dublin office, this role involves calling prospective clients, assessing their current situation, and determining suitability for portfolio management services.
The Day-to-Day:
* Utilize successful business development skills to establish new client relationships through lead follow-up, appointments, and meetings.
* Educate prospective clients on the competitive investment landscape and the services offered by Fisher Investments Europe.
* Gather necessary information and documentation to facilitate analysis and advice from the Private Client Advice group.
* Clearly explain the Company's Client Confidential Agreement (CCA) terms and conditions, including client fees and billing policies.
* Closely collaborate with assigned Investment Counsellors to initiate and maintain new client relationships.
PCEs will not receive set meetings and are expected to schedule phone meetings from provided leads.
Your Qualifications:
* A Level 4 qualification meeting RDR requirements.
* A University degree or equivalent combination of education/experience.
* Integrity and a strong professional reputation to handle client-facing responsibilities.
* Strong communication and listening skills, along with excellent questioning abilities.
* Demonstrated work ethic, goal-orientation, results-driven, and a history of excelling in current roles.
* Superior knowledge of the Fisher service model, internal processes, investment philosophies, and strategies.
* Native Italian language fluency and English professional proficiency required.
We take pride in putting our clients first, offering unmatched service, and a personalized approach to investing. Our commitment to simplicity and transparency is reflected in our fee structure and partnerships with recognized European custodians.
We support our employees in achieving their long-term goals through various benefits, including:
* 100% paid premiums for top-tier supplemental healthcare and dental plans.
* 28 days annual leave, with the option to purchase up to 3 additional days per year, plus 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 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 emphasizing ongoing training, educational support, and employee appreciation events.
*Employees outside the US will be eligible for the $10,000 equivalent in their local currency.