Dutch Private Client Advice Associate

About the role

Join Fisher Investments Ireland as a Dutch Private Client Advice Associate. You will support the Private Client Advice team in delivering regulated, tailored investment recommendations to Dutch‑speaking clients.

Key responsibilities

• Gather client data, incorporate third‑party information and conduct asset analysis.
• Prepare and format written proposals, run portfolio simulations and benchmark recommendations.
• Collaborate with internal groups to ensure smooth case transitions.
• Participate in ad‑hoc projects aimed at improving team efficiency.
• Utilise Excel for complex calculations and Adobe to customise client‑facing documents.

Required profile

• University degree or equivalent education/experience.
• Fluent written and verbal Dutch.
• Experience with financial planning, investment principles or relevant industry exams (preferred).
• Ability to deliver high‑quality work within set timelines.
• Motivation to work in a high‑volume, collaborative environment.

Required skills

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

What we offer

• 100% paid premiums for top‑tier supplemental health and dental plans.
• 28 days annual leave plus the option to purchase up to 3 additional days.
• Up to 11 paid holidays and an enhanced maternity pay package.
• $10,000 fertility, hormonal health and family‑forming benefit.
• Retirement pension with 9% company contribution and up to 5% matching.
• Monthly gym subsidy of up to €50 and an Employee Assistance Program.