Dutch Private Client Advice Associate
F
Fisher Investments
📍 Dublin, City of Dublin, United Kingdom
Job Description
The Opportunity:
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 Dutch PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellors 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 pro...
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 Dutch PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellors 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 pro...