Swedish Private Client Executive

Join the Fisher Investments team as a Swedish Private Client Executive in Dublin, Ireland.

The Private Client Executive (PCE) is responsible for calling high net worth prospective clients, holding phone meetings to gather information about their current situation, and then assessing whether the prospective client may be suited for the portfolio management services of Fisher Investments and further analysis. The role is based in our Dublin office and will travel to visit prospective clients when necessary. New client relationships may be secured over the phone or, in some cases, in-person. You will be reporting to the VP of Sales Development.

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• Apply successful business development skills by following through on company‑provided leads, calling, setting appointments with and meeting prospective clients
  
• Educate prospective clients on the competitive investment landscape, the services of Fisher Investments, and the role of Fisher Investments Europe
  
• Gather suitability information and documentation from prospective clients for the Private Client Advice group to analyze and formulate advice
  
• Effectively explain the Company’s Client Confidential Agreement (CCA) terms and conditions, including client fees and billing policies
  
• Work closely with the assigned Investment Counsellor in initiating and maintaining the new client relationship
  

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• A university degree or equivalent combination of education/experience
  
• Integrity and a strong professional reputation to be deemed fit and proper to carry out responsibilities of a prospective client‑facing role
  
• Strong communication skills coupled with excellent listening and questioning skills
  
• Demonstrated work ethic, goal‑orientated, results driven and has excelled in current responsibilities
  
• Superior knowledge of the Fisher service model, internal processes, investment philosophies and strategies
  
• Swedish language fluency required
  
• English professional proficiency required
  

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• 100% paid premiums for our top-tier supplemental healthcare and dental plans for employees and their qualified dependents
  
• 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 11 paid holidays
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• Enhanced maternity pay package with 26 weeks’ top up to full base pay for eligible employees
  
• $10,000* fertility, hormonal health and family‑forming benefit
  
• A retirement pension plan, featuring a 9% company pension contribution of your base pay and an additional company match of up to 5% of base pay
  
• Monthly gym subsidy of up to €50 per month
  
• Employee Assistance Program and other emotional wellbeing services
  
• A collaborative working environment that practices ongoing training, educational support and employee appreciation events
  
• Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency
  

FISHER INVESTMENTS IRELAND IS AN EQUAL OPPORTUNITY EMPLOYER.