Private Client Executive

About the role

The Private Client Executive (PCE) will prospect high‑net‑worth individuals, conduct phone and in‑person meetings, and evaluate their suitability for Fisher Investments' portfolio management services. Based in Dublin, the role involves regular travel to meet prospective clients and reporting to the VP of Sales Development.

Key responsibilities

• Follow up on company‑provided leads by calling, setting appointments, and meeting prospective clients.
• Educate prospects on the investment landscape, Fisher Investments’ services, and fee structures.
• Gather suitability information and documentation for analysis by the Private Client Advice group.
• Explain the Client Confidential Agreement (CCA) terms, fees, and billing policies.
• Collaborate with an assigned Investment Counsellor to initiate and maintain new client relationships.

Required profile

• University degree or equivalent education/experience.
• Integrity and a professional reputation suitable for a client‑facing role.
• Strong communication, listening, and questioning abilities.
• Goal‑oriented, results‑driven work ethic with a record of achievement.
• Fluency in Dutch (Belgian) and professional proficiency in English.
• Relevant exam approved by the FSMA.

Required skills

• Native‑level Dutch language proficiency.
• Professional‑level English proficiency.

What we offer

• Competitive, transparent fee structure aligned with client interests.
• Access to top‑tier supplemental healthcare and dental plans, fully paid.
• Opportunities for professional development within a global investment firm.