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 Overview: Imagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. As a Spanish 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 Spanish 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 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 an Italian PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellor's 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 MS Access, Word, Excel (perform complex functions) and Adobe to customise proposals and produce detailed reports Your Qualifications: A University degree or equivalent combination of education/experience Fluent Written and Verbal language proficiency in: Italian & English 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 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 Fisher Investments Ireland is looking for a talented new Private Client Advice Associates to join our rapidly growing team. The Private Client Advice (PCA) department provides regulated financial planning advice on the suitability of pension switches/transfers, investment taxation and asset allocation recommendation to our European clients. This is the perfect opportunity to join a fast-growing investment firm where long standing careers can be built. The Opportunity: As an FI Ireland 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 Collect necessary information from pension and investment providers, and help prepare transfer/surrender paperwork Partner with other internal groups to ensure smooth transition of cases Work on ad hoc group projects to help increase efficiency Use MS Access, Word, Excel (perform complex functions) and Adobe to customise proposals and produce detailed reports Your Qualifications: A University degree or equivalent combination of education/experience 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 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 We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. *Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. #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 Belgian 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 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 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 *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 The Fisher Investments Ireland (“FII”) Senior Compliance Officer leads significant aspects of the FII Compliance Framework. Reporting to the Chief Compliance Officer (“CCO”), you will review the effectiveness of core pieces of the Compliance Framework, analyse and identify any areas of improvement or development, and implement necessary changes. Compliance Monitoring will be a primary function of this role, among other responsibilities. To achieve their goals, you will work closely with the other FII Compliance team members, other Fisher Compliance teams, and Senior Management across the Group. The Opportunity: As a senior member of this team, you will lead and implement evolutions in the Compliance Framework, drawing from experience, to enhance the existing programmes. You will work within the global Fisher compliance department to promote standardization. You will perform much of the daily monitoring and testing of the Compliance Monitoring Programme, and lead other non-AML aspects of this Framework including risk management, governance, reporting, training, and regulatory requests. You will also deputise for the CCO, collaborating with internal audit, senior management, regulators and other external parties on regulatory matter and governance fora. You will lead by example, providing guidance, coaching and assistance to junior members of the team. The Day-to-Day: Lead and manage the Compliance Monitoring Programme to effectively evaluate our compliance to it’s obligations under MiFID II and evaluate effectiveness of procedures Coordinate the full monitoring and testing lifecycle from development of the Annual Plan, model testing criteria, performance of the testing, drafting of review reports, to the delivery of Management Information to the appropriate governance fora Manage and deliver regulatory requests for information e.g. Common Supervisory Actions, within timelines and with necessary internal review and approvals Ensure prompt filing of all regulatory filings and returns Collaborate across all departments within the Compliance Programme which may include IT, and Finance, Third-party Vendors and our users Proactively manage changes in the Compliance Framework arising from regulatory changes, identify potential issues, and implement effective processes Create documentation supporting Compliance Framework components and record-keeping requirements, so compliance can be demonstrated easily Coach, mentor, motivate and oversee program team members and contractors, and use your influence to create a positive impact Work with Senior Management partnering to provide guidance, assurance, oversight, and promote the effectiveness of the Compliance Framework Your Qualifications: Bachelor’s Degree or equivalent combination of education and experience required 8+ years of experience in 2nd line role within a regulated financial services entity Excellent oral and written communication skills Comfortable working both independently and in a team-oriented, collaborative environment Dynamic and able to support shifting priorities and timelines proactively Past success eliciting cooperation from different sources, including senior management, internal clients, and other departments Able to classify and prioritize work balancing various concurrent tasks Display sound discretion and good judgment regarding confidential matters Comfortable working cross-functionally with different departments across the company 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 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 The PCEs will not receive any Account Executive set meetings and will be expected to set phone meetings from Company provided leads. Your Qualifications: Level 4 Qualified meeting the RDR requirements 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 Spanish language fluency required English professional proficiency required All applicants will be reviewed by the Executive Managing Director, GVP Sales Support & Development and Director of Operations 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 Fisher Investments is growing internationally and we are looking for an Information Security Response Specialist to bring their talent and experience to our team. You will guide future global growth through strategic solutions and new ideas, support our growing firm's diverse departments by managing and participating in the security response process, identifying risks to our organization, and collaborating with Technology and Governance teams at an Enterprise level. The Opportunity: As an Information Security Response Specialist, you will oversee activities relating to the monitoring and response of security incidents. You will consume, research, triage and document security events and alerts as they are received. Supporting multiple security-related platforms, working with team members in Information Security, Technology, other internal departments and external customers/partners. You will coordinate support for incident response efforts with application, system and networking teams. Working with IT infrastructure, security operations, security audit and end-user sources of information to ensure collection, correlation and reporting, and facilitation of corporate-wide information security events. This role must display an in-depth understanding of response management, new trends and technologies related to IT security and compliance, and contribute to our security roadmap. The Day-to-Day: Work as part of a growing Incident Response team in both a response and threat hunting capacity Monitor and respond to security events Implement regular incident response and postmortem exercises, with a focus on creating measurable benchmarks to show progress Stay current with and remain knowledgeable about new threats and IOCs and maintain working knowledge of advanced threat detection as the industry evolves Analyze attacker tactics, techniques and procedures (TTPs) from security events across a large network of security devices and end-user systems Participate in response training events with other members of the technology and security teams Manage a response investigation from alert notification to log and system analyses Develop automation and orchestration solutions to automate repetitive response tasks Follow service level agreements (SLAs), metrics and business scorecard obligations for ticket handling of security incidents and events Evaluate team procedures, and recommend updates to management Review and recommend improved tool usage and workflow, and advanced threat detection methods to mature monitoring and response capabilities Your Qualifications: 5+ years of cybersecurity experience (or 7 + years IT experience coupled with cybersecurity) with at least 2 years in security monitoring and response Working knowledge of adversary tactics, techniques and procedures (TTPs) and MITRE ATT&CK principles Experience improving monitoring and response capabilities at scale Experience translating complex technical concepts into business friendly language Experienced with one or more scripting languages (e.g., Python, PowerShell) Experience in Financial Services or other regulated industry with security as a top priority Deep skill set and understanding of the Microsoft stack PaaS experience including Azure and AWS SIEM Systems Security Automation and Orchestration Solutions Network analysis knowledge OSI model knowledge 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 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 *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
