Investment Counsellor Assistant - Bilingual EN/ES

Fisher Asset Management, LLC; Sevenoaks; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading investment management firm in the UK is seeking an Investment Counsellor to support a diverse range of clients across European markets. The ideal candidate will possess native or fluent Spanish and English skills, alongside excellent communication and collaboration abilities. Responsibilities include assisting with relationship management and providing analyses for clients. This role offers a supportive environment with competitive benefits including paid premiums for health plans, generous annual leave, and a pension plan with company contributions.

Benefits

100% paid premiums for supplemental medical and dental plans

28 days annual leave plus paid holidays

Enhanced maternity pay package

Retirement pension plan with company contributions

Gym subsidy up to £50 per month

Employee Assistance Program

Qualifications

• Strong commitment to quality of work while sticking to timelines.
• Ability to connect with diverse audiences via phone and email.

Responsibilities

• Assist Investment Counsellors with relationship management.
• Produce analyses and portfolio recommendations for clients.
• Act as a direct contact for multiple subjects and develop expertise.

Skills

Fluent Spanish

Fluent English

Excellent communication skills

Teamwork skills

Education

University degree in Finance/Economics/Business or equivalent

Job description

A leading investment management firm in the UK is seeking an Investment Counsellor to support a diverse range of clients across European markets. The ideal candidate will possess native or fluent Spanish and English skills, alongside excellent communication and collaboration abilities. Responsibilities include assisting with relationship management and providing analyses for clients. This role offers a supportive environment with competitive benefits including paid premiums for health plans, generous annual leave, and a pension plan with company contributions.