At a Glance
- Tasks: Engage with high net worth clients and assess their investment needs over the phone.
- Company: Join Fisher Investments, a client-first global investment firm.
- Benefits: Enjoy 28 days annual leave, top-tier healthcare, and a gym subsidy.
- Other info: Collaborative environment with ongoing training and employee appreciation events.
- Why this job: Make a real impact in clients' financial futures while developing your career.
- Qualifications: University degree, strong communication skills, and Danish fluency required.
The predicted salary is between 28350 - 34650 £ per year.
The Private Client Executive (PCE) is responsible for calling high net worth prospective clients, holding phone meetings to gather information about their current situation, and then assessing whether the prospective client may be suited for the portfolio management services of Fisher Investments and further analysis. The PCE role is based in our Dublin office and will travel to visit prospective clients when necessary. New client relationships may be secured over the phone or, in some cases, in-person. You will be reporting to the VP of Sales Development.
The Day-to-Day:
- 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:
- 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.
- Danish language fluency required.
- English professional proficiency required.
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.
FISHER INVESTMENTS IRELAND IS AN EQUAL OPPORTUNITY EMPLOYER.
Danish Private Client Executive in Dublin employer: Fisher Investments
Fisher Investments is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. With a strong focus on employee growth, we provide comprehensive training and development opportunities, ensuring that our team members can advance their careers while enjoying a supportive culture that values communication and teamwork. Our office-based role also allows for potential hybrid work options, making it easier to balance professional and personal commitments.
StudySmarter Expert Advice🤫
We think this is how you could land Danish Private Client Executive in Dublin
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Fisher Investments. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Danish Private Client Executive in Dublin
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Fisher Investments.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Fisher Investments's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Fisher Investments
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Fisher Investments.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Fisher Investments will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Fisher Investments employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
