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Dutch Private Client Advice Associate

2 months ago

London, Greater London, United Kingdom Fisher Investments Full time

About the Role

Fisher Investments Europe is seeking a highly skilled Dutch Private Client Advice Associate to join our team. As a key member of our team, you will be responsible for providing expert advice to clients on their investment strategies and goals.

Key Responsibilities

  • Evaluate client goals and risk profiles to provide tailored investment advice
  • Work collaboratively with the team to prepare written proposals and customize reports using Excel and Adobe
  • Develop and maintain strong relationships with clients to ensure their investment needs are met

Requirements

  • Fluency in Dutch is required
  • University degree in a relevant field, such as finance or economics
  • Experience in financial planning or investment principles

What We Offer

Fisher Investments Europe offers a competitive salary and a range of benefits, including top-tier medical and dental plans, generous annual leave, enhanced maternity pay, and a retirement pension plan. We prioritize putting clients first and offer a transparent fee structure.

Our Culture

We value ongoing training and employee appreciation events, creating a collaborative working environment that supports the growth and development of our team members.