Danish Private Client Advice Associate

About the role

The Danish Private Client Advice Associate joins Fisher Investments' Private Client Advice (PCA) team in Dublin. You will support analysts, tied agents and investment counsellors in delivering regulated, suitable investment advice to Danish‑speaking clients and prospects.

Key responsibilities

• Gather and format client information to prepare written proposals and portfolio simulations.
• Analyse existing assets, risk profiles and investment strategies to recommend appropriate asset allocations.
• Collaborate with internal groups to ensure smooth case transitions and project hand‑overs.
• Participate in ad‑hoc projects aimed at improving team efficiency.
• Produce detailed reports and customised proposals using Excel and Adobe tools.

Required profile

• University degree or equivalent education/experience.
• Fluent written and verbal Danish.
• Experience or knowledge of financial planning, investment principles or relevant industry examinations.
• Ability to deliver high‑quality work within set timelines.
• Motivation to thrive in a fast‑paced, collaborative environment.

Required skills

• Advanced Excel (complex functions, data analysis).
• Proficiency with Adobe software for document customization.

What we offer

• Comprehensive health and dental plans with 100% premiums paid for employees and dependents.
• 28 days of annual leave plus the option to purchase up to 3 additional days.
• Enhanced maternity pay (up to 26 weeks at full base salary) and a €10,000 fertility/family‑forming benefit.
• Retirement pension with a 9% company contribution and up to a 5% matching contribution.
• Monthly gym subsidy, employee assistance programme and other wellbeing services.