Private Client Executive - High Net Worth

Posted 7 days 16 hours ago by Fisher Investments

Permanent
Full Time
Other
Dublin, Ireland
Job Description

Fisher Investments Ireland seeks a Private Client Executive based in Dublin to call high-net-worth prospects, conduct phone meetings to gather information, and assess suitability for portfolio management services. The PCE will travel to visit prospective clients when necessary and may secure new relationships over the phone or in-person.

You will report to the VP of Sales Development and collaborate with Investment Counsellors to initiate and maintain client relationships, driving growth in our