Danish Private Client Advice Associate

Overview

The Private Client Advice (PCA) group evaluates client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations.

As a Danish PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellor's in providing regulated and suitable advice to prospective and existing clients of Fisher Investments Ireland. You will learn to use data and insights to guide your recommendations. You will report to your Team Leader who will aid in your professional development and job training.

The Day-to-Day :

• Prepare and format written proposals by collecting client information, using information from third-party vendors, and conducting analysis based on the existing assets, and running portfolio simulations
• Partner with other internal groups to ensure smooth transition of cases
• Work on ad hoc group projects to help increase efficiency
• Use Excel (perform complex functions) and Adobe to customize proposals and produce detailed reports

Your Qualifications :

Why Fisher Investments Ireland :

The global Fisher organization distinguishes itself by putting clients first, providing unmatched service, and taking a personalized 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 recognized 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 :

FISHER INVESTMENTS IRELAND IS AN EQUAL OPPORTUNITY EMPLOYER