Danish Private Client Executive – Dublin Investment Outreach

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

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.