We're looking for a seasoned professional to join our team as an Investment Counsellor. This is an exciting opportunity to build long-standing relationships with high-net-worth clients and provide them with exceptional service.
As an Investment Counsellor, you will be responsible for managing client relationships, providing portfolio updates, and educating clients on financial markets and investment strategies. You will also have the opportunity to gain advanced finance and capital markets education through our training and mentoring program.
To be successful in this role, you will need to have a strong understanding of financial concepts, markets, and insurance products. You will also need to be able to communicate effectively with clients and colleagues alike.
Responsibilities:
* Build and maintain relationships with high-net-worth clients
* Provide portfolio updates and educate clients on financial markets and investment strategies
* Gain advanced finance and capital markets education through our training and mentoring program
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, and insurance products
* Fluent French and English language skills. Proficiency in other European languages is beneficial.
Benefits:
* 100% paid premiums for our top-tier supplemental healthcare plan 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 equivalent in local currency fertility, hormonal health and family-forming benefit