Investment Counsellor Role Overview
Fisher Investments Luxembourg, a leading investment management firm, is seeking a highly motivated Investment Counsellor to join its team in Luxembourg. As an Investment Counsellor, you will be responsible for building long-standing relationships with high-net-worth clients who invest through insurance products such as assurance vie and certain other tax wrappers.
This role requires exceptional service skills, strong finance and capital markets knowledge, and the ability to educate clients on financial markets and Fisher's market strategy. If you have experience managing relationships of private clients within the banking/wealth/insurance management industry, a Master's Degree in Finance or Wealth Management, and fluent French and English language skills, we encourage you to apply.
The Day-To-Day Responsibilities
* Build long-standing relationships with high-net-worth clients and ensure they receive exceptional service
* Manage client relationships with approximately € million in assets in aggregate
* Proactively provide portfolio updates and educate clients on financial markets, Fisher's market strategy, and investment philosophy
Required Skills and Qualifications
* 5+ years' experience offering Assurance Vie products to clients
* Experience managing relationships of private clients within the banking/wealth/insurance management industry
* Master's Degree in Finance or Wealth Management
* A sound knowledge of financial concepts, markets, insurance concepts, current events, and the French market
* Fluent French and English language skills, with proficiency in other European languages beneficial
Benefits
* 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
We're an Equal Opportunities Employer