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For Companies At a Glance
- Tasks: Engage with clients, educate them on investments, and build lasting relationships.
- Company: Join a leading investment firm known for its integrity and client focus.
- Benefits: Permanent role in Dublin with competitive salary and professional growth opportunities.
- Why this job: Make a real difference in clients' financial journeys while developing your career.
- Qualifications: Level 4 RDR qualified with strong communication skills and native Italian fluency.
- Other info: Dynamic team environment with a focus on personal and professional development.
The predicted salary is between 36000 - 60000 £ per year.
Our client is looking for an Italian Private Client Executive RDR Level 4 to join their team on a permanent basis in Dublin.
Role and Responsibilities:
- 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:
- 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 Italian language fluency required.
- English professional proficiency required.
Italian Private Client Executive Rdr Level 4 in England employer: Barbara Houghton
Contact Detail:
Barbara Houghton Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Italian Private Client Executive Rdr Level 4 in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who might know someone at Fisher Investments. A friendly chat can open doors that applications alone can't.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of the investment landscape and Fisher's services. We want you to be able to discuss how you can educate clients effectively and build strong relationships.
✨Tip Number 3
Practice your communication skills! Role-play with a friend or family member to get comfortable explaining complex concepts clearly and concisely. This will help you shine during client interactions.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Italian Private Client Executive Rdr Level 4 in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Italian Private Client Executive role. Highlight your business development skills and any relevant qualifications, especially your Level 4 RDR certification.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this position. Share specific examples of how you've successfully engaged with clients and your understanding of the investment landscape.
Showcase Your Communication Skills: Since strong communication is key in this role, ensure your application is clear and concise. Use professional language but let your personality shine through – we want to see the real you!
Apply Through Our Website: For the best chance of success, apply directly through our website. This way, we can easily track your application and get back to you quicker. Plus, it shows you're serious about joining our team!
How to prepare for a job interview at Barbara Houghton
✨Know Your Stuff
Make sure you’re well-versed in the investment landscape and Fisher Investments' services. Brush up on their service model, internal processes, and investment strategies so you can confidently discuss how you can contribute to their goals.
✨Practice Your Pitch
Since you'll be calling and meeting prospective clients, practice explaining the Client Confidential Agreement (CCA) and the company's fees clearly and concisely. Role-playing with a friend can help you refine your delivery and ensure you sound professional.
✨Showcase Your Skills
Highlight your communication and listening skills during the interview. Be prepared to share examples of how you've successfully built client relationships in the past, as this will demonstrate your ability to connect with potential clients effectively.
✨Be Goal-Oriented
Emphasise your results-driven mindset. Share specific achievements from your previous roles that showcase your work ethic and how you’ve met or exceeded targets. This will show that you’re not just about talk but also about delivering results.
