Swedish Private Client Executive

, 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

• Swedish 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

*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