Investment Counsellor - Ireland

Fisher Investments; Dublin; On-site; EUR 45,000 - 65,000; Full time

Benefits offered by this job

100% paid premiums for healthcare and dental plans

28 days annual leave plus holidays

Enhanced maternity pay package

Retirement pension plan with company contributions

Monthly gym subsidy

Employee Assistance Program

Job summary

Fisher Investments Ireland is seeking Investment Counsellors to manage relationships with high-net-worth clients. This role emphasizes client service, financial education, and relationship maintenance, supported by a firm commitment to employee growth and benefits. Candidates should have relevant experience in wealth management, with a focus on providing exceptional service.

Qualifications

• 2+ years exposure to private clients within the banking/wealth management industry.
• Sound knowledge of financial concepts, markets, and events.
• Ability to connect and educate a variety of audiences.

Responsibilities

• Manage high-net-worth relationships with approximately €100-150 million in assets.
• Proactively update clients on portfolio changes and market strategy.
• Build long-standing relationships with clients, ensuring exceptional service.

Skills

Client Relationship Management

Financial Concepts Knowledge

Effective Communication

Education

QFA or working towards QFA

Job description

Are you interested in working for a world Class Global Investment Firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service?

Fisher Investments Ireland is a subsidiary of Fisher Investments, a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the world's preeminent institutions. Our organization has grown significantly over the past decade and we are searching for motivated candidates with finance backgrounds to join our team as Investment Counsellors to help us better the financial industry in Ireland as we continue our expansion in Europe.

The Opportunity:

The Investment Counsellor (IC) role is focused on managing relationships with high-net-worth clients in Ireland. Your ability to understand our clients' needs and educate them on the reasoning behind the portfolio changes will be crucial to maintaining long-lasting relationships. You will report to your Team Manager who will aid in your professional development.

The Day-To-Day:

• Build long standing relationships with our clients, ensuring they always receive exceptional service
• Manage a book of high-net-worth relationships with approximately €100-150 million in assets
• Be the conduit between our clients, our Investment Policy Committee, our research and trading departments, and several service teams
• Proactively update clients on portfolio changes, financial markets, our current market strategy and investment philosophy
• Gain advanced finance and capital markets education through our training program

Your Qualifications:

• 2+ years exposure to private clients within the banking/wealth management industry
• QFA or working towards QFA preferred
• A sound knowledge of financial concepts, markets, current events and the market you will service your clients in
• The ability to connect with and educate a variety of audiences
• Able to maintain positivity and empathise with clients in good times and bad

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
• This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

*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