Italian Investment Counsellor

Fisher Investments GmbH; Rodenbach; Vor Ort; EUR 40.000 - 60.000; Vollzeit

Zusammenfassung

A leading global investment firm in Hessen, Germany is seeking an Italian Investment Counsellor to manage high-net-worth client relationships and provide financial market advice. Candidates should have at least 2 years of experience in the banking or wealth management field, with strong Italian and English language skills. This role offers significant career growth potential and a comprehensive benefits package including health care, retirement contributions, and an emphasis on work-life balance.

Leistungen

Quality health care packages

28 days annual leave

Enhanced maternity pay

Retirement pension plan

Monthly gym subsidies

Qualifikationen

• 2+ years exposure to private clients in banking or wealth management.
• Strong knowledge of financial concepts and current market trends.
• Native Italian and fluent English preferred.
• Ability to educate clients on financial markets.

Aufgaben

• Build long-lasting relationships with clients.
• Manage a portfolio of high-net-worth clients.
• Update clients on portfolio changes and market strategies.
• Educate clients on financial products and investment strategies.

Kenntnisse

Communication

Detail-Oriented

Persuasiveness

Market Knowledge

Empathy

Ausbildung

Bachelor's Degree or Master Degree

CFA or equivalent

QFA or CISI Level 4

Jobbeschreibung

Italian Investment Counsellor

At Fisher, it’s the people who drive our success and make our purpose possible. We have excellent opportunities for financial service professionals who want to grow a rewarding, long‑term career at a firm where they can utilize their skills and reach their potential while helping our clients reach their goals.

Success Profile

At Fisher, our Financial Service Professionals demonstrate the following traits, and all are equally important to their success.

• Communicator
• Competitive
• Detail‑Oriented
• Multi‑Tasker
• Persuasive
• Sincere

Culture

Our financial professionals focus on providing unparalleled service in an industry known for cookie‑cutter solutions and impersonal relationships. We understand clients deserve better. Our team of financial professionals communicates Fisher’s value proposition to high‑net‑worth investors and helps them reach their goals.

Are you interested in sharing your industry knowledge and serving as a liaison between a prospective client and the firm? Do you want to help us give people a better financial option? If you’re interested in making a difference and working for a mission‑driven business, Fisher Investments might be the best place to take your career to the next level.

Potential Career Path

The Investment Counselor role is one of many exciting professional‑level opportunities. We believe in career mobility – where you start is just the beginning of a rewarding Fisher career. Whether you serve as an Investment Counselor for the long term or decide to explore other groups and roles at the firm, you own your career journey.

You can start as an Investment Counselor, but after that, you can continue in any of the following departments :

• IC Management
• Research Analyst
• Legal & Compliance
• Recruiting / Human Capital
• Data & Analytics
• Marketing
• Corporate Finance
• Communications
• Information Security & Technology
• Operations
• IC Program Management
• Sales VP
• Specialized IC

Helping clients is what we do best. Join Private Client Services.

Our Global Benefits

Health Care

Quality health care packages offered globally, covering you and your qualified dependents.

Family Support

We support parents and families with maternity leave, paid time off, flexibility and resources.

Awards & Recognition

We celebrate achievements and drive a strong culture of recognition across the organization.

Time Off

Our annual leave packages and country‑specific paid holidays help you balance work and free time.

Retirement Plans

We contribute to your 401(k) retirement or pension plan, and provide access to financial planning tools.

Career Growth & Development

Learning and development programs and resources support you as you build your Fisher career.

Responsibilities

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 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 are looking for 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 Opportunity :

The Investment Counsellor (IC) role is focused on managing relationships with high‑net‑worth clients in Italy from our office in Dublin. Your understanding of our clients’ needs and ability to educate them on the reasoning behind portfolio changes is crucial to your success in this role. 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 Italian 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
• QFA or CISI level 4 is beneficial

Why Fisher Investments Ireland

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that Fisher Investments and Fisher Investments Ireland align with our clients’ priorities by using a simple and transparent fee structure and recognised European custodians.

It’s the people that make the Fisher purpose possible, and to help our employees meet their long‑term goals, we offer an array of benefits, including :

• 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
• Monthly gym subsidy of up to €50 per month
• Employee Assistance Program and other emotional wellbeing services
• A collaborative working environment that practices ongoing training, educational support and employee appreciation events
• This is an in‑office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
• Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS IRELAND IS AN EQUAL OPPORTUNITY EMPLOYER

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