Danish Investment Counsellor: HNW Client Relationships

Fisher Investments; Dublin; On-site; EUR 60,000 - 90,000; Full time

Benefits offered by this job

100% paid premiums for healthcare and dental plans

28 days annual leave plus 11 paid holidays

Enhanced maternity pay package

$10,000 fertility benefit

Retirement pension plan with contributions

Monthly gym subsidy

Employee Assistance Program

Ongoing training and educational support

Job summary

Fisher Investments, a global leader in investment management, is seeking an Investment Counsellor to join its Dublin branch. In this role, you will manage high-net-worth clients, providing exceptional service and building long-term relationships. With competitive benefits and a focus on professional growth, this position offers a unique opportunity in the finance sector. The ideal candidate will have experience in wealth management, solid financial knowledge, and proficiency in Danish and English.

Qualifications

• 2+ years exposure to private clients in banking/wealth management.
• Sound knowledge of financial markets and current events.
• Proficient in native Danish and fluent in English.

Responsibilities

• Manage relationships with high-net-worth clients in Denmark.
• Educate clients on portfolio changes and financial strategies.
• Build and maintain strong client relationships.

Skills

Financial concepts

Client relationship management

Communication skills

Empathy

Education

MiFID certification

CFA or similar education

Job description

Fisher Investments, a global leader in investment management, is seeking an Investment Counsellor to join its Dublin branch. In this role, you will manage high-net-worth clients, providing exceptional service and building long-term relationships. With competitive benefits and a focus on professional growth, this position offers a unique opportunity in the finance sector. The ideal candidate will have experience in wealth management, solid financial knowledge, and proficiency in Danish and English.