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up to 65,000 euros
Our client is looking for an Italian Private Client Executive RDR Level 4 to join their team on a permanent basis in Dublin.
Role and Responsibilities:
? Apply successful business development skills, such as following through on Company provided leads by calling, setting appointments with and meeting prospective clients.
? Educate prospective clients on the competitive investment landscape, and the services of Fisher Investments, 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 Companys 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:
? Level 4 Qualified meeting the RDR requirements.
? 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.
? Native Italian language fluency required.
? English professional proficiency required.
For more information on this role please contact Tony Ward by sending your CV to tonyward@bhal.co.uk and quoting ref 16946TW.
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