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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 with a strong reputation in client service.
- Benefits: Permanent position with competitive salary and opportunities for growth.
- Why this job: Make a real difference in clients' financial journeys while developing your career.
- Qualifications: Level 4 RDR qualified, fluent in Italian, and strong communication skills.
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 (Dublin) 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 (Dublin)
✨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 researching the company and its services. Understand their investment philosophies and be ready to discuss how you can contribute to their goals. Show them you’re not just another candidate!
✨Tip Number 3
Practice your pitch! You’ll need to explain complex financial concepts clearly and confidently. Role-play with a friend or use our resources to refine your communication skills before the big day.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression. It shows your enthusiasm for the role and keeps you on their radar.
We think you need these skills to ace Italian Private Client Executive RDR Level 4 (Dublin)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Italian Private Client Executive. Highlight your business development skills and any relevant experience that aligns with the responsibilities mentioned in the job description.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your understanding of the investment landscape and how you can contribute to the team at Fisher Investments.
Showcase Your Communication Skills: Since strong communication is key for this role, make sure your application reflects your ability to communicate effectively. Use clear language and structure your thoughts logically to demonstrate your listening and questioning skills.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status.
How to prepare for a job interview at Barbara Houghton
✨Know Your Stuff
Make sure you’re well-versed in Fisher Investments' services and investment philosophies. Brush up on the competitive investment landscape so you can confidently educate prospective clients during the interview.
✨Practice Your Pitch
Since you'll be explaining complex terms like the Client Confidential Agreement, practice how you would break this down into simple, clear language. Role-play with a friend to get comfortable with your delivery.
✨Showcase Your Skills
Highlight your business development skills by sharing specific examples of how you've successfully followed through on leads or built client relationships in the past. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Be Ready to Listen
Demonstrate your strong listening skills by asking insightful questions about the role and the company. This shows that you’re genuinely interested and helps you gather information to tailor your responses.
