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Financial Consultant

Fisher InvestmentsHEIDENBURG, Rheinland-Pfalz, Germany

Vor 5 Tagen

Gehalt

EUR50 stündlich

Stellenbeschreibung

Are 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. You'll understand our clients' needs and educate them on why the reasoning behind portfolio changes is crucial to your success in this role in maintaining long-lasting relationships. 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 :

2+ years exposure to private clients within the banking / wealth management industry

A sound knowledge of financial concepts, markets, current events and the market

Native Norwegian and native or fluent English language skills; Proficiency in other European languages is beneficial

Connect with and educate a variety of audiences

Maintain a positive personality and empathise with clients in good times and bad

MiFID certification, training or the equivalent

CFA or similar education is beneficial

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 :

100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents

28 days annual leave with the ability to purchase up to 3 additional days per year, plus up to 11 paid holidays

A supplemental retirement pension plan featuring a 4% contribution of base pay up to the social security ceiling and 12% for base pay over the ceiling, as well as a 50% match on personal contributions up to €600 annually

Up to €219.60 in employer-paid monthly lunch vouchers

Gym subsidy of up to €50 per month

10,000

fertility, hormonal health and family-forming benefit

A collaborative working environment that practises ongoing training, educational support and employee appreciation events

Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS LUXEMBOURG IS AN EQUAL OPPORTUNITY EMPLOYER