Fisher Investments

Investment Counsellor, Italian

Fisher Investments

full-time

Posted on:

Origin:  • 🇮🇪 Ireland

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Job Level

JuniorMid-Level

About the role

  • Manage relationships with high-net-worth clients in Italy from our office in Dublin
  • 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

Requirements

  • 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