Investment Counsellor
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We are seeking a skilled Investment Counsellor to join our team and take the next step in their career in Finance. This role is focused on managing relationships with high-net-worth clients and providing exceptional client service.
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The Investment Counsellor will be responsible for building long-standing relationships with clients, understanding their needs, and educating them on portfolio changes. They will also manage a book of high-net-worth relationships and act as a conduit between clients, the Investment Policy Committee, research and trading departments, and service teams.
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Key Responsibilities:
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* Build strong relationships with clients to ensure they receive exceptional service
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* Manage a book of high-net-worth relationships with approximately € million in assets
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* Act as a liaison between clients, the Investment Policy Committee, research and trading departments, and service teams
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* Proactively update clients on portfolio changes, financial markets, and market strategy
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* Gain advanced finance education through our training program
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Requirements:
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* 2+ years of experience working with private clients in the banking/wealth management industry
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* A sound knowledge of financial concepts, markets, current events, and market trends
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* Native Norwegian and native or fluent English language skills; Proficiency in other European languages beneficial
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* Ability to connect with and educate various audiences
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* Maintain a positive personality and empathize with clients in good times and bad
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* MiFID certification, training, or equivalent required
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* CFA or similar education beneficial
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Benefits:
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* 100% paid premiums for supplemental healthcare plan (includes medical, dental, vision) for employees and qualified dependents
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* 28 days annual leave with ability to purchase up to 3 additional days per year, plus 11 paid holidays
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* Supplemental retirement pension plan featuring 4% contribution of base pay up to social security ceiling and 12% for base pay over ceiling, plus 50% match on personal contributions up to €600 annually
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* Up to €219.60 in employer-paid monthly lunch vouchers
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* Gym subsidy of up to €50 per month
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* $10,000* fertility benefit
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* Collaborative working environment with ongoing training, educational support, and employee appreciation events
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* This is an in-office role with potential opportunity to participate in hybrid work from home program subject to change
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About Us:
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We are a global investment firm committed to putting clients first, providing unmatched service, and taking a personalized approach to investing. Our fee structure is simple and transparent, and we use recognized European custodians to ensure client assets are secure.
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We offer a range of benefits to help our employees meet their long-term goals, including comprehensive healthcare, generous time off, and opportunities for professional development. Our collaborative working environment fosters growth and innovation, and we value diversity and inclusion in all aspects of our business.
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