Investment Advisor Opportunity
You're interested in advancing your career in finance by working with high net worth private clients and institutions?
Fisher Investments, a European subsidiary of a global investment management firm, is seeking motivated candidates with finance backgrounds to join our team as Investment Counsellors.
The Opportunity:
As an Investment Counsellor, you'll be responsible for managing relationships with high-net-worth clients from our office in Luxembourg. Your ability to understand our clients' needs and educate them on portfolio changes is crucial to your success in this role. You'll report to your Team Manager who will aid in your professional development.
* Build long-standing relationships with our clients, ensuring they receive exceptional service.
* Manage a book of high-net-worth relationships with approximately €100-150 million in assets.
* Act as the conduit between our clients, our Investment Policy Committee, research and trading departments, and several service teams.
* Proactively update clients on portfolio changes, financial markets, our current market strategy, and investment philosophy.
* Gain advanced finance and capital markets education through our training program.
Qualifications:
* 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.
* Connect with and educate various audiences.
* Maintain a positive personality and empathise with clients in good times and bad.
* MiFID certification, training, or equivalent.
* CFA or similar education is beneficial.
Why Join Us?
We put our clients first, providing unmatched service and taking a personalised approach to investing. Our organisation distinguishes itself by using a simple and transparent fee structure and recognised European custodians. It's our people who make our purpose possible, and we offer benefits to help our employees meet their long-term goals, including:
* 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.
* $10,000* fertility, hormonal health, and family-forming benefit.
* A collaborative working environment that practices ongoing training, educational support, and employee appreciation events.
* This is an in-office role. Based on your role, tenure, and performance eligibility, you may have the opportunity to participate in our hybrid work from home program, subject to change.
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.