The Opportunity: The Private Client Executive (PCE) is responsible for calling high net worth prospective clients, holding phone meetings to gather information about their current situation, and then assessing whether the prospective client may be suited for the portfolio management services of Fisher Investments and further analysis. The PCE role is based in our Dublin office and will travel to visit prospective clients when necessary. New client relationships may be secured over the phone or, in some cases, in-person. You will be reporting to the VP of Sales Development. The Day-to-Day: 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 Your Qualifications: A 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 Danish language fluency required English professional proficiency required 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 *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 #J-18808-Ljbffr
A leading investment advisory firm in Dublin seeks a Private Client Executive to manage relationships with high net worth clients. The role involves educating clients about investment services and assessing their needs. The ideal candidate will possess strong communication and relationship management skills, and fluency in Danish and professional proficiency in English is required. This position offers comprehensive benefits including healthcare, annual leave, and a retirement pension plan. #J-18808-Ljbffr
Join a forward-thinking investment firm as an Investment Counsellor, where your expertise in financial markets will empower high-net-worth clients. In this role, you'll cultivate strong relationships and provide exceptional service while managing significant assets. Benefit from a supportive environment that emphasizes ongoing training and personal growth, along with a comprehensive benefits package including top-tier healthcare and generous leave. If you're passionate about finance and client success, this opportunity is perfect for you. #J-18808-Ljbffr
An outstanding global investment firm is seeking motivated candidates for the Investment Counsellor role in Dublin. This position focuses on managing relationships with high-net-worth clients, ensuring they receive exceptional service and guidance on financial markets and investments. As part of a collaborative team, you'll gain advanced education in finance and capital markets through a comprehensive training program. Join a firm that prioritizes client needs and offers a supportive work environment with numerous benefits, including generous healthcare plans, annual leave, and a robust pension scheme. This is a fantastic opportunity to advance your career in finance. #J-18808-Ljbffr
Dutch Private Client Advice Associate Fisher Investments Dublin, Ireland Apply now Posted 14 days ago Permanent Competitive The Opportunity: The Private Client Advice (PCA) group evaluates client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations. As a Dutch PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellors in providing regulated and suitable advice to prospective and existing clients of Fisher Investments Ireland. You will learn to use data and insights to guide your recommendations. You will report to your Team Leader who will aid in your professional development and job training. The Day-to-Day: Prepare and format written proposals by collecting client information, using information from third-party vendors, and conducting analysis based on the existing assets, and running portfolio simulations. Partner with other internal groups to ensure smooth transition of cases. Work on ad hoc group projects to help increase efficiency. Use Excel (perform complex functions) and Adobe to customize proposals and produce detailed reports. Your Qualifications: A University degree or equivalent combination of education/experience. Fluent language proficiency in: Dutch (Written and Verbal). Experience with financial planning and investment principles or industry exams preferable. Produce quality work within a target timeline. Eager to work in an energetic, collaborative environment to support high-volume output. 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 recognized 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 #J-18808-Ljbffr
Join to apply for the Office Manager role at Fisher Investments. Location: Dublin, County Dublin, Ireland. Salary: €60,000.00‑€65,000.00. Overview Are you interested in working for a world class global investment firm and looking to take the next step in your career? Do you want to manage the support services and office operations with a growing company? The Opportunity The Office Manager role is focused on building and supporting the administrative functions for our growing office in Dublin. Reporting to the Head of Operations, as the Office Manager you will play a key part in ensuring office operations are functioning properly. The efficient organisation of the office directly impacts our ability to effectively service all of our clients. The Day‑To‑Day Organise and manage data input Work with Head of Operations on operational projects Manage fulfillment processes (including relationships with logistics companies, such as UPS) Order management (office supplies and inventory) Meet and greet office visitors Sort and organise daily post and shipments Manage the office calendar Liaise with building management for facilities issues Collaborate with external vendors Help maintain general order and cleanliness around the office including the Canteen Communicate with Employees regarding office‑related matters Other tasks as needed. Your Qualifications Impeccable ability to maintain confidentiality. Ability to efficiently work within deadlines, prioritise, and stay organised. A team player who will excel in a growing environment. Motivated to learn and jump in where needed. Excellent communication skills (both written and verbal). Proficient at Word, Excel, and PowerPoint. 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: Benefits 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. #J-18808-Ljbffr
Are you interested in working for an outstanding 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 Luxembourg - Dublin Branch is a European 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 organisation has grown significantly over the past decade and we are looking for motivated candidates with finance backgrounds to join our team as Investment Counsellors to help us better the financial industry in The Netherlands 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 The Netherlands from our office in Dublin. Your ability to understand our clients' needs and educate them on the reasoning behind portfolio changes will be crucial to your success in this role. 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 A sound knowledge of financial concepts, markets, current events and the market Native Dutch and native or fluent English language skills (Proficiency in other European languages is beneficial) Connect with and educate a variety of audiences Maintain a positive personality and empathise with clients in good times and bad MiFID certification, training or the equivalent CFA or similar education is beneficial Your Benefits: 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 Luxembourg 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 LUXEMBOURG IS AN EQUAL OPPORTUNITY EMPLOYER Fisher Investments is a different kind of money manager. We are an independent, fee-only investment adviser and work for a bigger purpose: bettering t... Boost your career Find thousands of job opportunities by signing up to eFinancialCareers today. #J-18808-Ljbffr
Are you interested in working for an outstanding 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 Luxembourg - Dublin Branch is a European 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 organisation has grown significantly over the past decade and we are looking for motivated candidates with finance backgrounds to join our team as Investment Counsellors to help us better the financial industry in Belgium 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 Belgium from our office in Dublin. Your ability to understand our clients' needs and educate them on the reasoning behind portfolio changes will be crucial to your success in this role. 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 A sound knowledge of financial concepts, markets, current events and the market Native/Fluent French and English skills, Flemish & Dutch is also highly beneficial Connect with and educate a variety of audiences Maintain a positive personality and empathise with clients in good times and bad MiFID certification, training or the equivalent CFA or similar education is beneficial Your Benefits: 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 Luxembourg 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 LUXEMBOURG IS AN EQUAL OPPORTUNITY EMPLOYER Fisher Investments is a different kind of money manager. We are an independent, fee-only investment adviser and work for a bigger purpose: bettering t... Boost your career Find thousands of job opportunities by signing up to eFinancialCareers today. #J-18808-Ljbffr
Join to apply for the Italian Investment Counsellor role at Fisher Investments . Are you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert in advising clients on financial markets and investments? Focus on forging strong client relationships and providing exceptional client service? Opportunity Fisher Investments Ireland is a European 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 organisation has grown significantly over the past decade and we are looking for motivated candidates with finance backgrounds to join our team as Investment Counsellors to help us better the financial industry in Italy as we continue our expansion in Europe. The Investment Counsellor (IC) role is focused on managing relationships with high‑net‑worth clients in Italy from our office in Dublin. Your understanding of our clients’ needs and ability to educate them on the reasoning behind portfolio changes is crucial to your success in this role. You will report to your Team Manager who will aid in your professional development. 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 Qualifications 2+ years exposure to private clients within the banking/wealth management industry A sound knowledge of financial concepts, markets, current events and the market Native Italian and native or fluent English language skills (Proficiency in other European languages is beneficial) Connect with and educate a variety of audiences Maintain a positive personality and empathise with clients in good times and bad A Bachelor’s Degree, Master Degree or CFA is beneficial QFA or CISI level 4 is beneficial Benefits 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 #J-18808-Ljbffr
Join to apply for the Spanish Investment Counsellor role at Fisher Investments . Overview Are you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert 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 European 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 organisation has grown significantly over the past decade and we are looking for motivated candidates with finance backgrounds to join our team as Investment Counsellors to help us better the financial industry in Spain 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 Spain from our office in Dublin. Your ability to understand our clients’ needs and educate them on the reasoning behind portfolio changes is crucial to your success in this role in 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 Qualifications 2+ years exposure to private clients within the banking/wealth management industry A sound knowledge of financial concepts, markets, current events and the market Native Spanish and native or fluent English language skills (proficiency in other European languages is beneficial) Connect with and educate a variety of audiences Maintain a positive personality and empathise with clients in good times and bad A Bachelor’s Degree, Master Degree or CFA is beneficial IMC or CISI level 4 is beneficial 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: Benefits 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 Assistant 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 #J-18808-Ljbffr
