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Financial Consultant
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Globus BaumarktHermeskeil, Rheinland-Pfalz, Deutschland- Gesponsert
Ausbildung zum Kaufmann im Einzelhandel (m / w / d), Losheim
Deichmann SELosheim am SeeFinancial Consultant
Fisher InvestmentsMANDERN, Rheinland-Pfalz, GermanyAre you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service?
Fisher Investments Luxembourg is a European subsidiary of Fisher Investments, a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the world's preeminent institutions. Our organisation has grown significantly over the past decade and we are looking for motivated candidates with finance backgrounds to join our team as Investment Counsellors to help us better the financial industry in Norway as we continue our expansion in Europe.
The Opportunity :
The Investment Counsellor (IC) role is focused on managing relationships with high-net-worth clients in Norway from our office in Luxembourg. Your ability to understand our clients' needs and educate them on the reasoning behind portfolio changes is crucial to your success in this role. You will report to your Team Manager who will aid in your professional development.
The Day-to-Day :
- Build long standing relationships with our clients, ensuring they always receive exceptional service
- Manage a book of high-net-worth relationships with approximately €100-150 million in assets
- Be the conduit between our clients, our Investment Policy Committee, our research and trading departments, and several service teams
- Proactively update clients on portfolio changes, financial markets, our current market strategy and investment philosophy
- Gain advanced finance and capital markets education through our training program
Qualifications :
Why Fisher Investments Luxembourg :
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that Fisher Investments and Fisher Investments Luxembourg align with our clients’ priorities by using a simple and transparent fee structure and recognised European custodians.
It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including :
FISHER INVESTMENTS LUXEMBOURG IS AN EQUAL OPPORTUNITY EMPLOYER