Spanish Private Client Executive (Dublin) - RDR Level 4
Spanish Private Client Executive (Dublin) - RDR Level 4

Spanish Private Client Executive (Dublin) - RDR Level 4

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Engage with clients, educate them on investments, and build lasting relationships.
  • Company: Dynamic financial services firm based in Dublin.
  • Benefits: Competitive salary, professional development, and a vibrant work culture.
  • Why this job: Join a team where your skills can make a real difference in clients' financial journeys.
  • Qualifications: Level 4 RDR qualified with strong communication and listening skills.
  • Other info: Fluent in Spanish and English, with excellent career advancement opportunities.

The predicted salary is between 36000 - 60000 £ per year.

Our client is looking for a Spanish Private Client Executive 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 and role of the Company.
  • 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 terms and conditions, including client fees and billing policies.
  • Work closely with relevant personnel 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 Spanish language fluency required.
  • English professional proficiency required.

Spanish Private Client Executive (Dublin) - RDR Level 4 employer: Barbara Houghton

Join a dynamic and supportive team in Dublin as a Spanish Private Client Executive, where your skills will be valued and nurtured. Our company fosters a collaborative work culture that prioritises employee growth through continuous training and development opportunities, ensuring you thrive in your career. With a focus on integrity and client satisfaction, we offer a rewarding environment that empowers you to make a meaningful impact in the investment landscape.
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Contact Detail:

Barbara Houghton Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Spanish Private Client Executive (Dublin) - RDR Level 4

✨Tip Number 1

Network like a pro! Reach out to your connections in the finance and investment sectors. We all know that sometimes it’s not just what you know, but who you know. Attend industry events or webinars to meet potential employers and make a lasting impression.

✨Tip Number 2

Practice your pitch! You’ll want to be able to clearly explain your skills and how they relate to the role of a Spanish Private Client Executive. We suggest rehearsing with friends or family to get comfortable and confident before any interviews.

✨Tip Number 3

Research the company inside out! Knowing their services, values, and recent news can give you an edge during interviews. We recommend jotting down key points to discuss how you can contribute to their success.

✨Tip Number 4

Don’t forget to follow up! After interviews, send a thank-you email to express your appreciation for the opportunity. It shows professionalism and keeps you on their radar. And remember, apply through our website for the best chance!

We think you need these skills to ace Spanish Private Client Executive (Dublin) - RDR Level 4

Business Development Skills
Client Relationship Management
Investment Knowledge
Suitability Analysis
Communication Skills
Listening Skills
Questioning Skills
Integrity
Professional Reputation
Goal-Oriented
Results Driven
Fluency in Spanish
Proficiency in English
Knowledge of Fisher Service Model
Understanding of Investment Philosophies and Strategies

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Spanish Private Client Executive role. Highlight your business development skills and any relevant experience that shows you can educate clients about investment landscapes.

Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this role. Use it to showcase your communication skills and explain how your qualifications meet the RDR Level 4 requirements.

Showcase Your Language Skills: Since native Spanish fluency is a must, make sure to emphasise your language skills in both your CV and cover letter. We want to see how you can connect with our clients in their native language!

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!

How to prepare for a job interview at Barbara Houghton

✨Know Your Stuff

Make sure you brush up on the company's services and the competitive investment landscape. Being able to discuss these topics confidently will show that you're not just interested in the role, but also in how you can contribute to the company’s success.

✨Practice Your Pitch

Since you'll be educating prospective clients, practice explaining complex terms and conditions in simple language. Role-play with a friend or family member to get comfortable with your delivery and ensure you can communicate clearly and effectively.

✨Showcase Your Skills

Highlight your business development skills during the interview. Be ready to share specific examples of how you've successfully followed through on leads and built client relationships in the past. This will demonstrate your capability to excel in this role.

✨Be Ready for Questions

Prepare for questions about your integrity and professional reputation, as these are crucial in a client-facing role. Think of scenarios where you've demonstrated these qualities and be ready to discuss them openly.

Spanish Private Client Executive (Dublin) - RDR Level 4
Barbara Houghton

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