Counsellor, EAP
HealthHero
Investment Counsellor, Italian
Fisher Investments
full-time
Posted on:
Location: 🇮🇪 Ireland
Visit company websiteJob 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