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Senior finance advisor

Trier
beBeeInvestment
Advisor
Inserat online seit: Veröffentlicht vor 16 Std.
Beschreibung

Job Opportunity: Investment Counsellor

Fisher Investments Luxembourg is a European subsidiary of Fisher Investments, providing professional discretionary portfolio management services for high net worth private clients and some of the world's preeminent institutions. Our organisation has grown significantly over the past decade.

The role of Investment Counsellor (IC) is focused on managing relationships with high-net-worth clients in Norway from our office in Luxembourg. Your ability to understand client needs and educate them on portfolio changes is crucial to your success.

* You will build long standing relationships with clients ensuring they receive exceptional service
1. You will manage a book of approximately €100-150 million in assets


Your day-to-day activities include:



* Aid client education on financial markets current events market strategy investment philosophy via regular proactive updates.

* Gain advanced finance capital markets education through our training program




Qualifications Required:

1st Year Expserience : Min 24 months exposure to banking / wealth management industry
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