Spanish Investment Counsellor – High Net Worth Clients

About the role

Fisher Investments Ireland is seeking a Spanish‑speaking Investment Counsellor to manage high‑net‑worth client relationships from its Dublin office. You will act as the primary point of contact for Spanish‑language clients, providing expert advice on portfolio changes, market developments and the firm’s investment philosophy.

Key responsibilities

• Build and maintain long‑term relationships with high‑net‑worth clients in Spain.
• Manage a book of assets valued at approximately €100‑150 million.
• Serve as the conduit between clients and internal teams such as the Investment Policy Committee, research, trading and service departments.
• Proactively communicate portfolio updates, market insights and investment strategy to clients.
• Participate in Fisher’s training programme to deepen finance and capital‑markets knowledge.

Required profile

• Minimum 2 years experience working with private clients in banking or wealth‑management.
• Strong understanding of financial concepts, markets and current events.
• Native Spanish speaker and native or fluent English.
• Ability to educate and connect with diverse audiences.
• Positive, empathetic attitude in both good and challenging market conditions.
• Bachelor’s, Master’s or CFA qualification is beneficial; IMC or CISI Level 4 is a plus.

Required skills

What we offer

• Comprehensive training and professional development.
• 100 % paid premiums for top‑tier supplemental healthcare and dental plans for employees and their families.
• Transparent fee structure and access to leading European custodians.
• Opportunity to work within a globally recognised investment firm.