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Italian Investment Counsellor (2019-8054)

Dublin, Ireland
Service
2019-8054

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Job Description

Overview

Are you interested in working for a dynamic 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 Europe is the European subsidiary of Fisher Investments, a privately-held investment management firm based in the United States that provides professional discretionary portfolio management services for high net worth private clients and some of the world's preeminent institutions with over € 90 billion AUM. Our organisation has grown significantly over the past decade and we are searching for talented and motivated candidates with finance backgrounds to join our team as Investment Counsellors to help us better the financial industry in Italy as we continue our expansion in Europe.

 

The Investment Counsellor (IC) role is focused on building long standing relationships with our clients, ensuring they receive the highest level of service at all times. ICs manage high-net-worth relationships in Italy from our office in Dublin by serving as their primary point of contact and typically are responsible for maintaining a relationship with a group of clients with approximately €100-150 million in assets. The ability to communicate clearly, listen, understand client needs and educate the client on the reasoning behind the portfolio changes is crucial to maintaining long-lasting relationships. Candidates need to demonstrate that they have the ability to build trust with our clients, which is done on a foundation of financial, social and organisational skills. 

 

The Day-to-Day:

  • Building long standing relationships with our clients, ensuring they receive the highest level of service at all times;
  • Maintain relationships for a group of clients with approximately €100-150 million in assets;
  • Act as the conduit between the client, research, trading and various other departments;
  • Proactively communicate portfolio updates and educate clients on financial markets, our current market strategy and investment philosophy;
  • Gain advanced finance and capital markets education through our training and mentoring program.

Qualifications:

  • Proven track record of 2 to 5 years exposure to private clients within the banking /wealth management industry;
  • Bachelor or Master Degree strongly preferred;
  • CFA or working towards CFA preferred;
  • IMC or CISI level 4 preferred;
  • A sound knowledge of financial concepts, markets, current events and the market you will be servicing your clients in;
  • Native Italian and native or fluent English language skills. Proficiency in other European languages is beneficial but not required;
  • The ability to listen and empathise with clients, in good times and bad;
  • The ability to communicate and educate;
  • Personable and positive personality with a strong professional work ethic;
  • Efficient time management and organizational skills.

Why Fisher Investments Ireland:

 

Fisher Investments Ireland offers portfolio management tailored to clients’ long-term goals. Client assets are held at recognised European custodians and managed by Fisher Investments in the United States. Fisher Investments and Fisher Investments Ireland use a simple and transparent fee structure that aligns our interests with our clients’ priorities. The Fisher organisation has a long history of managing global investments and helping people reach their long-term goals and objectives.

 

To help our employees meet their long-term goals, we offer an array of benefits, including:

  • 100% coverage of the supplemental medical and dental premiums for you and your qualified dependents*
  • Our supplemental medical provider, Irish Life Health, covers a range of conditions
  • Dental coverage through DeCare and 100% reimbursement for general and preventative care
  • 28 days annual leave, increasing to 30 after five years of service, with ability to purchase up to 3 additional days.
  • A supplemental retirement pension to employees. 9% company pension contribution with an additional company match up to 5%
  • Monthly gym subsidy.
  • A supportive, collaborative working environment
  • Employee appreciation events 
  • Ongoing training and educational support

 

The global Fisher organisation distinguishes itself by putting clients first, providing world-class service, and taking a personalised approach. Join a team that’s bringing new approaches to wealth management daily!

 

FISHER INVESTMENTS IRELAND IS AN EQUAL OPPORTUNITY EMPLOYER

 

*Employees responsible for taxes

 

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