Danish Private Client Executive

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

Benefits offered by this job

Top-tier healthcare and dental plans

28 days annual leave + 3 purchase days

Enhanced maternity pay

Family-forming benefit

Pension plan with company match

Gym subsidy

Employee Assistance Program

Job summary

Fisher Investments Ireland is seeking a Private Client Executive in Dublin to call high net worth prospects, conduct phone meetings to gather information, assess suitability for portfolio management services, and help grow new client relationships.

You will report to the VP of Sales Development, travel to visit clients when necessary, and may secure new relationships over the phone or in person.

Qualifications

• University degree or equivalent education/experience.
• Integrity and professional reputation to carry out client-facing responsibilities.
• Strong communication, listening and questioning skills.
• Results-driven and goal-oriented track record.
• Knowledge of Fisher service model, processes, investment philosophies.
• Danish language fluency required.
• English professional proficiency required.

Responsibilities

• Call high net worth prospects and set appointments.
• Educate prospects on Fisher Investments and Europe services.
• Gather suitability information for analysis and advice.
• Explain Client Confidential Agreement terms, fees and billing policies.
• Collaborate with Investment Counsellor to initiate and maintain client relationships.

Skills

Danish language fluency

English proficiency

Communication skills

Integrity and reputation

Goal-oriented

Education

University degree

Job description

The Opportunity

The Private Client Executive (PCE) is responsible for calling high net worth prospective clients, holding phone meetings to gather information about their current situation, and then assessing whether the prospective client may be suited for the portfolio management services of Fisher Investments and further analysis. The PCE role is based in our Dublin office and will travel to visit prospective clients when necessary. New client relationships may be secured over the phone or, in some cases, in-person. You will be reporting to the VP of Sales Development.

The Day-to-Day

• Apply successful business development skills, such as following through on Company provided leads by calling, setting appointments with and meeting prospective clients
• Educate prospective clients on the competitive investment landscape, and the services of Fisher Investments, and the role of Fisher Investments Europe
• Gather suitability information and documentation from prospective clients in order for the Private Client Advice group to analyse the information and formulate advice
• Effectively explain the Company's Client Confidential Agreement (CCA) terms and conditions, including client fees and billing policies
• Work closely with the assigned Investment Counsellor in initiating and maintaining the new client relationship

Your Qualifications

• A University degree or equivalent combination of education/experience
• Integrity and a strong professional reputation to be deemed fit and proper to carry out the responsibilities of a prospective client-facing role
• Strong communication skills coupled with excellent listening and questioning skills
• Demonstrated work ethic, goal-orientated, results driven and has excelled in current responsibilities
• Superior knowledge of the Fisher service model , internal processes, investment philosophies and strategies
• Danish language fluency required
• English professional proficiency required

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
• 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