A leading investment firm is seeking a Private Client Executive in Dublin, Ireland. You will be responsible for engaging high net worth clients, assessing their suitability for investment services, and working closely with investment counsellors. Successful candidates will exhibit strong communication and professional skills, must be fluent in either Belgian Dutch or French, and have a university degree or equivalent experience. Competitive benefits include paid healthcare, generous leave, and a retirement plan. #J-18808-Ljbffr
Overview 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 Luxembourg 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 Native Belgian Dutch or Belgian French language fluency required English professional proficiency required Exam agreed by the FSMA related to relevant field 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
Overview 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 #J-18808-Ljbffr
Overview Overview: Imagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. As a Dutch Account Executive, you pick up the phone and engage with high-net-worth individuals who have expressed interest in Fisher Investment Europe’s materials. Using sales techniques, you’ll determine the investors' goals, educate them on our services, and set a meeting with our outside sales team. The Opportunity: The Account Executive position is both a rewarding and engaging role. Surrounded by professionals and mentors, you will grow your sales skills, build relationships within the firm, and control your career path. With a salary plus uncapped-commission pay structure, you have the comfort of some guaranteed income with the possibility that accompanies uncapped, performance-based commission. Simply put: The harder you work, the more you earn. The Day-to-Day: Communicate Fisher’s value proposition to high-net worth investors to arrange meetings with regional sales partners. Control your career trajectory and increase firm growth while bettering the financial well-being of potential clients. Work in a vibrant atmosphere with like-minded peers and be rewarded through competing in a meritocracy. Our marketing team will provide you with warm leads, which means no cold calling! Your Qualifications: Speak Dutch and English at a native or bilingual level. Experience selling and/or passionate about a career in sales. Drive results: You have experienced personal and professional success. Instill Trust: You understand how to earn the trust of others and look out for others’ best interests. Communication: You are engaging and can connect with a wide array of audiences. Persuade: You use compelling arguments to gain the support and commitment of others. Committed: You meet challenges head-on. You learn from your setbacks and work towards improvement. 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
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 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 #J-18808-Ljbffr
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 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 #J-18808-Ljbffr
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 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 Sweden 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 Sweden from our office in Dublin. You'll understand our clients' needs and educate them on the reasoning behind portfolio changes. This 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 Swedish 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 #J-18808-Ljbffr
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 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 Denmark 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 Denmark 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 Danish 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 #J-18808-Ljbffr
An established industry player is seeking motivated individuals to join their Dublin team as Investment Counsellors. This role focuses on managing high-net-worth client relationships, providing exceptional service, and educating clients about financial markets and portfolio management. With a strong emphasis on professional development, you will gain advanced finance education through a comprehensive training program. The company fosters a collaborative environment and offers a range of benefits, including healthcare, generous leave policies, and a retirement pension plan. If you are passionate about finance and client service, this is the perfect opportunity to advance your career. #J-18808-Ljbffr
An established industry player is seeking motivated individuals to join their Dublin team as Investment Counsellors. In this role, you will manage relationships with high-net-worth clients, ensuring they receive exceptional service and guidance on their investments. You will be instrumental in educating clients about financial markets and portfolio changes. This position offers a unique opportunity to grow your finance career within a supportive environment that values employee development and client satisfaction. If you are passionate about finance and client service, this is the perfect opportunity to advance your career. #J-18808-Ljbffr
