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High net worth relationship manager

Trier
beBeeFinancialExpert
Relationship Manager
Inserat online seit: 20 Dezember
Beschreibung

Are you looking for a new opportunity in finance?

Fisher Investments Luxembourg is a European subsidiary of a leading investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the world's preeminent institutions.


The Role

* We are seeking motivated candidates with finance backgrounds to join our team as Investment Counsellors to help us expand in Europe.

As an Investment Counsellor, you will be responsible for managing relationships with high-net-worth clients in Norway from our office in Luxembourg. You will report to your Team Manager who will aid in your professional development.

Your primary responsibilities will include:

* Building long standing relationships with our clients, ensuring they always receive exceptional service
* Managing a book of high-net-worth relationships with approximately € million in assets
* Being the conduit between our clients, our Investment Policy Committee, our research and trading departments, and several service teams
* Proactively updating clients on portfolio changes, financial markets, our current market strategy and investment philosophy

To succeed in this role, you will require:

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

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
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