Focused on building lasting relationships with clients, this role involves managing high-net-worth client relationships and providing exceptional service.
The Opportunity:
This Investment Counsellor position is part of our brokerage division and is focused on serving as the primary contact for our clients who are invested through insurance products. You will join our team in Luxembourg, reporting directly to the French expansion manager.
Day-to-Day Activities:
* Build long standing relationships with our clients ensuring they receive exceptional service
* Manage high-net-worth client relationships with approximately € million in assets
* Proactively provide portfolio updates and educate clients on financial markets and investment philosophy
Your 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 (ideally 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. Proficiency in other European languages is beneficial.
* You are engaging and can connect with a wide array of audiences by phone and email
* Maintain a positive personality and empathize with clients in good times and bad
* Commitment to maintain quality of work while sticking to a timeline
Why This Role?
This global organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. 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.