Italian Private Client Executive RDR Level 4 (Dublin)

General Description

Our client is looking for an Italian Private Client Executive RDR Level 4 to join their team on a permanent basis in Dublin.

Check all associated application documentation thoroughly before clicking on the apply button at the bottom of this description.

Role and Responsibilities: Apply successful business development skills, such as following through on Company provided leads by calling, setting appointments with and meeting prospective clients.

Educate prospective clients on the competitive investment landscape, and the services of Fisher Investments, and the role of Fisher Investments Europe.

Gather suitability information and documentation from prospective clients in order for the Private Client Advice group to analyse the information and formulate advice.

Effectively explain the Companys 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.

Your Qualifications: Level 4 Qualified meeting the RDR requirements.

A University degree or equivalent combination of education/experience.

Integrity and a strong professional reputation to be deemed fit and proper to carry out the 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.

Native Italian language fluency required. xwzovoh

English professional proficiency required.