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 Norwegian PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellors 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 analysis...