Spanish Wealth Advisor for Global Portfolios

Fisher Investments UK; Dublin; On-site; EUR 70,000 - 120,000; Full time

Benefits offered by this job

Top-tier healthcare

Dental plans

Pension plan

Gym subsidy

Generous leave

Hybrid work option

Employee assistance program

Job summary

Fisher Investments Ireland is seeking Investment Counsellors to manage relationships with high-net-worth clients from our Dublin office. You will educate clients on portfolio changes and market strategies while coordinating with investment teams and education programs to enhance your skills.

Ideal candidates have 2+ years in private banking, strong financial knowledge, and fluency in Spanish and English. A CFA or IMC/CISI level is a plus. Hybrid options may apply after joining the team.

Qualifications

• 2+ years exposure to private clients within banking/wealth management.
• Sound knowledge of financial concepts, markets and current events.
• Native Spanish and native or fluent English language skills (other languages beneficial).
• Ability to educate diverse audiences and maintain client relationships.
• Bachelor's Degree, Master Degree or CFA beneficial.
• IMC or CISI Level 4 beneficial.

Responsibilities

• Build long-standing relationships with high-net-worth clients.
• Manage a book of €100–€150 million in assets.
• Act as conduit between clients and Investment Policy Committee, research, trading and service teams.
• Proactively update clients on portfolio changes, markets and strategy.
• Gain advanced finance and capital markets knowledge through training.

Skills

Private client banking

Relationship management

Financial markets

Fluent English

Native Spanish

Education

Bachelor's Degree

CFA beneficial

IMC or CISI Level 4 beneficial

Job description

Fisher Investments Ireland is seeking Investment Counsellors to manage relationships with high-net-worth clients from our Dublin office. You will educate clients on portfolio changes and market strategies while coordinating with investment teams and education programs to enhance your skills.

Ideal candidates have 2+ years in private banking, strong financial knowledge, and fluency in Spanish and English. A CFA or IMC/CISI level is a plus. Hybrid options may apply after joining the team.