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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 focus on client success.
- Benefits: Permanent position in Dublin with competitive salary and growth opportunities.
- 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.
- Other info: Dynamic team environment with a focus on integrity 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 (Dublin) in Slough 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) in Slough
✨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 Fisher Investments thoroughly. Understand their services and investment philosophies so you can impress them with your knowledge and show you're genuinely interested in the role.
✨Tip Number 3
Practice your communication skills! Since this role requires strong listening and questioning abilities, consider doing mock interviews with friends or family to refine your approach and boost your confidence.
✨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 (Dublin) in Slough
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 educate clients effectively.
Showcase Your Communication Skills: Since strong communication is key for this role, make sure your application reflects your ability to communicate clearly and effectively. Use concise language and ensure there are no typos or grammatical errors.
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 get you on our radar quickly!
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 and investment philosophies so you can confidently discuss how they align with prospective clients' needs.
✨Practice Your Pitch
Since you'll be explaining complex terms like the Client Confidential Agreement, practice how you’ll communicate these details clearly and concisely. Role-play with a friend to ensure you can break down the information without overwhelming your audience.
✨Showcase Your Communication Skills
Demonstrate your strong communication and listening skills during the interview. Be prepared to answer questions thoughtfully and ask insightful ones in return. This will show that you’re not just a talker but also a great listener, which is crucial for client relationships.
✨Highlight Your Work Ethic
Be ready to share examples of how you've excelled in your current role and met goals. Use specific metrics or achievements to illustrate your results-driven mindset. This will help the interviewer see your dedication and suitability for the Private Client Executive position.
