Italian Investment Counsellor

Fisher Investments; Dublin; On-site; EUR 80,000 - 100,000; Full time

Job summary

A global investment firm in Dublin is looking for an Investment Counsellor to manage high-net-worth clients primarily in Italy. The role involves building strong client relationships and providing top-tier service, while educating clients on portfolio changes and market strategies. Candidates should have at least two years of experience in wealth management, bilingual skills in Italian and English, and a strong background in finance and investments. The firm offers competitive benefits and promotes a collaborative working environment.

Benefits

100% paid health and dental premiums

28 days annual leave plus holidays

Enhanced maternity pay package

Retirement pension plan with company contributions

Monthly gym subsidy

Qualifications

• 2+ years exposure to private clients in banking/wealth management.
• Ability to educate clients on financial markets.
• Positive personality to empathize with clients.

Responsibilities

• Build long-standing relationships with high-net-worth clients.
• Manage a portfolio of €100-150 million in assets.
• Proactively update clients on portfolio changes.

Skills

Native Italian

Fluent English

Knowledge of financial concepts

Client relationship management

Education

Bachelor's Degree

Master's Degree or CFA

QFA or CISI level 4

Job description

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 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 Opportunity:

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.

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 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

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