Job Title
A key member of our brokerage division, the Investment Counsellor will be responsible for fostering long-standing relationships with high-net-worth clients, providing exceptional service and expert financial guidance to help them achieve their goals.
Responsibilities:
* Build and maintain strong relationships with private clients, ensuring they receive tailored advice and support
* Manage a portfolio of high-net-worth client relationships with significant assets under management
* Develop and implement comprehensive investment strategies to meet client objectives
* Provide ongoing market analysis and educational support to clients on financial markets, Fisher's market strategy and investment philosophy
* Collaborate with colleagues to leverage expertise and drive business growth
Requirements:
* 5+ years' experience in Assurance Vie product sales or related field
* Proven track record of managing high-net-worth client relationships in banking/wealth/insurance industry
* Master's Degree in Finance or Wealth Management
* Fluent French and English language skills, with additional European languages beneficial
* Excellent communication and interpersonal skills
* Ambitious and driven individual with a passion for delivering exceptional client experiences
What We Offer:
* Competitive compensation package
* Opportunity to work with a dynamic team of experts in the finance industry
* Professional development opportunities through training and mentorship programs
* Flexible work arrangements to support work-life balance