Private Client Advisor for High Net Worth (Dublin)

Fisher Investments UK; Dublin; On-site; EUR 70,000 - 90,000; Full time

Benefits offered by this job

Top-tier health & dental premiums paid

28 days annual leave (+ up to 3 extra)

Enhanced maternity pay: 26 weeks

Fertility/family health benefit: $1000

Pension plan with 9% contribution + 5%

Gym subsidy €50/month

Employee Assistance Program

Collaborative learning environment

Job summary

Fisher Investments Ireland seeks a Private Client Executive to prospect high-net-worth individuals, conduct phone or in-person meetings, and assess suitability for Fisher’s portfolio management services. Based in Dublin, the role reports to the VP of Sales Development.

You will travel to visit prospective clients as needed, build new relationships and support the Private Client Advice group with information gathering and engagement.

Qualifications

• A University degree or equivalent combination of education/experience.
• Integrity and a strong professional reputation to be deemed fit and proper for a client-facing role.
• Strong communication skills with excellent listening and questioning abilities.
• Proven work ethic, goal-orientated, results-driven performance.
• In-depth knowledge of the Fisher service model and internal processes.
• Native Belgian Dutch language fluency required.
• English professional proficiency required.
• FSMA exam related to the relevant field.

Responsibilities

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

Skills

University degree

Integrity

Communication skills

Work ethic

Fisher service model knowledge

Dutch fluency

English proficiency

FSMA exam

Education

University degree or equivalent

Job description

Fisher Investments Ireland seeks a Private Client Executive to prospect high-net-worth individuals, conduct phone or in-person meetings, and assess suitability for Fisher’s portfolio management services. Based in Dublin, the role reports to the VP of Sales Development.

You will travel to visit prospective clients as needed, build new relationships and support the Private Client Advice group with information gathering and engagement.