The Opportunity :

The Fisher Investments Luxembourg (FIL) Wealth Solutions team provides specialised financial planning advice for clients who may benefit from Assurance Vie and Contract de Capitalisation insurance policies.

We are looking for a Financial Planning Analyst to join our Wealth Solutions team.

The Day-to-Day :

• Write the financial advice portion of the insurance policy proposal for private clients, with a focus on the suitability of an insurance policy while at the same time prioritising clients' long-term goals
• Optimise Investments – reviewing suitability of investment wrappers
• Write the insurance policy proposals delivered to our private clients in France
• Provide advice to clients over the phone and in writing, with some face-to-face client meetings required as you develop within the role
• Interacting with various groups internally and externally to insure clients' needs are met
• Other duties as agreed

Your 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