Spanish Private Client Advice Associate  

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Description

The Opportunity: The Private Client Advice (PCA) group evaluates client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations. […]
As a Spanish PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellor's in providing regulated and suitable advice to prospective and existing clients of Fisher Investments Ireland. […]
The Day-to-Day: Prepare and format written proposals by collecting client information, using information from third-party vendors, and conducting...

13 days ago from: eFinancialCareers.ie

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