Spanish Private Client Executive (Dublin) - RDR Level 4
New Yesterday
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 and role of the Company. 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 terms and conditions, including client fees and billing policies. Work closely with relevant personnel 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. Spanish language fluency required. English professional proficiency required.
TPBN1_UKTJ
- Location:
- Poplar
- Salary:
- not provided
- Job Type:
- FullTime
- Category:
- Legal
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