Private Client Executive — High Net Worth

Fisher Investments; Dublin; On-site; EUR 70,000 - 110,000; Full time

Benefits offered by this job

Healthcare I

Dental plan

Leave & holidays

Maternity pay

Fertility benefit

Pension plan

Gym subsidy

Wellbeing program

Training & appreciation events

Job summary

Fisher Investments Ireland seeks a Private Client Executive based in Dublin to call high-net-worth prospects, conduct phone meetings to gather information, and assess suitability for portfolio management services. The PCE will travel to visit prospective clients when necessary and may secure new relationships over the phone or in-person.

You will report to the VP of Sales Development and collaborate with Investment Counsellors to initiate and maintain client relationships, driving growth in our

Qualifications

• 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.
• Native Belgian Dutch language fluency required.
• English professional proficiency required.
• Exam agreed by the FSMA related to relevant field.

Responsibilities

• 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

Skills

High net worth outreach

Communication skills

Integrity

Goal oriented

Fisher service model knowledge

Dutch language fluency

English proficiency

FSMA exam knowledge

Education

University degree or equivalent

Job description

Fisher Investments Ireland seeks a Private Client Executive based in Dublin to call high-net-worth prospects, conduct phone meetings to gather information, and assess suitability for portfolio management services. The PCE will travel to visit prospective clients when necessary and may secure new relationships over the phone or in-person.

You will report to the VP of Sales Development and collaborate with Investment Counsellors to initiate and maintain client relationships, driving growth in our