Danish Private Client Executive
On-siteDublin, Leinster, Ireland
Job Summary
Call high net worth prospective clients, hold phone meetings to gather information on their current situation, and assess suitability for Fisher Investments portfolio management services. Educate prospects on the competitive investment landscape and Fisher's role, then gather suitability documentation for the Private Client Advice group to analyze and formulate advice. Effectively explain Client Confidential Agreement terms, fees, and billing policies while working closely with the assigned Investment Counsellor to initiate and maintain new client relationships. This role is based in the Dublin office with travel to visit clients when necessary.
Required 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
- English professional proficiency
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