Investment Counsellor - Ireland

The Investment Counsellor (IC) role is focused on managing relationships with high-net-worth clients in Ireland. Your ability to understand our clients' needs and educate them on the reasoning behind the portfolio changes will be crucial to maintaining long-lasting relationships. You will report to your Team Manager who will aid in your professional development.

The Day-To-Day:

• Build long standing relationships with our clients, ensuring they always receive exceptional service

• Manage a book of high-net-worth relationships with approximately ₠100-150 million in assets

• Be the conduit between our clients, our Investment Policy Committee, our research and trading departments, and several service teams

• Proactively update clients on portfolio changes, financial markets, our current market strategy and investment philosophy

• Gain advanced finance and capital markets education through our training program

Your Qualifications:

• 2+ years exposure to private clients within the banking/wealth management industry

• QFA or working towards QFA preferred

• A sound knowledge of financial concepts, markets, current events and the market you will service your clients in

• The ability to connect with and educate a variety of audiences

• Able to maintain positivity and empathise with clients in good times and bad

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

• This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS IRELAND IS AN EQUAL OPPORTUNITY EMPLOYER