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Spanish Investment Counsellor

Dublin, Ireland
Service
10991

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Job Description

Overview

Are you interested in working for an outstanding 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 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 are looking for motivated candidates with finance backgrounds to join our team as Investment Counsellors to help us better the financial industry in Spain as we continue our expansion in Europe.

 

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 understand our clients' needs and educate them on the reasoning behind portfolio changes is crucial to your success in this role in maintaining long-lasting relationships. You will report to your Team Manager who will aid in your professional development.

 

The Day-to-Day:

  • 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
  • Gain advanced finance and capital markets education through our training program

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)
  • Connect with and educate a variety of audiences
  • Maintain a positive personality and empathise with clients in good times and bad
  • A Bachelor's Degree, Master Degree or CFA is beneficial, but not required
  • IMC or CISI level 4 is beneficial, but not required

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.

 

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 the 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 outstanding 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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