Bilingual Client Service & Portfolio Advisor

Fisher Asset Management, LLC; Edgware; On-site; GBP 40,000 - 55,000; Full time

Job summary

A financial services company based in Edgware, United Kingdom, is seeking a candidate to assist Investment Counsellors in relationship management. The role involves operational support for clients, analyzing portfolios, and providing recommendations based on clients' financial situations. The ideal applicant will speak fluent Spanish and English, possess excellent client service skills, and have a commitment to quality work. The position offers various benefits, including paid medical premiums, generous leave days, and a retirement pension plan.

Benefits

100% paid medical premiums

28 days annual leave

Enhanced maternity pay

9% company pension contribution

Gym subsidy

Employee Assistance Program

Qualifications

• University degree or equivalent, preferably in Finance, Economics, or Business.
• Native or fluent in both Spanish and English.
• Strong client service skills via phone and email.

Responsibilities

• Provide operational relationship support for clients.
• Produce analyses and portfolio recommendations.
• Serve as a direct contact for multiple subjects.

Skills

Fluent Spanish

Fluent English

Client service skills

Collaboration

Education

University degree in Finance/Economics/Business

Job description

A financial services company based in Edgware, United Kingdom, is seeking a candidate to assist Investment Counsellors in relationship management. The role involves operational support for clients, analyzing portfolios, and providing recommendations based on clients' financial situations. The ideal applicant will speak fluent Spanish and English, possess excellent client service skills, and have a commitment to quality work. The position offers various benefits, including paid medical premiums, generous leave days, and a retirement pension plan.