Expert Financial Advisors play a vital role in helping high-net-worth individuals achieve their investment goals. The Investment Counsellor, brokerage division, focuses on building long-standing relationships with clients invested through insurance products such as assurance vie.
The key responsibilities of this position include:
* Managing client relationships worth approximately €100-150 million in assets
* Providing regular portfolio updates and educating clients on financial markets and investment philosophy
* Gaining advanced finance and capital markets education through training and mentoring
For this challenging yet rewarding role, we require candidates to have:
* 5+ years' experience offering Assurance Vie products to clients
* Experience managing private client relationships in banking/wealth/insurance management
* A Master's Degree in Finance or Wealth Management
* Fluent French and English language skills, with proficiency in other European languages beneficial
Fisher Investments prioritizes client service, using a transparent fee structure and recognized European custodians.
The company offers a range of benefits, including paid healthcare premiums, generous leave policies, and a supplemental retirement pension plan.
Our team is dedicated to delivering exceptional results and providing a supportive work environment. If you are a motivated and experienced professional looking for a new challenge, please consider applying for this exciting opportunity.