About this role:
Unlock Your Potential as a Senior Portfolio Manager
We are seeking an experienced and highly motivated portfolio manager to join our team in Norway. As a senior portfolio manager, you will be responsible for developing strong relationships with high-net-worth clients in Norway from our office in Luxembourg.
* Establish long-term connections with clients and deliver exceptional service.
* Manage a book of high-net-worth relationships with approximately €100-150 million in assets.
* Serve as a key liaison between clients, our Investment Policy Committee, research and trading departments, and various service teams.
* Keep clients informed about portfolio changes, market trends, and our current investment strategy and philosophy.
* Enhance your knowledge of finance and capital markets through our training program.
Key Responsibilities:
1. Client Relationship Management
2. Portfolio Management
3. Interdepartmental Collaboration
4. Communication and Education
5. Professional Development
Requirements:
* At least 2 years' experience working with private clients in the banking or wealth management industry.
* A solid understanding of financial concepts, markets, and current events.
* Native Norwegian and native or fluent English language skills; proficiency in other European languages is beneficial.
* Ability to effectively communicate with and educate diverse audiences.
* Maintain a positive attitude and empathize with clients in both good times and challenging periods.
* Hold MiFID certification, training, or equivalent.
* CFA or similar education is beneficial.
Why Choose Us?
Fisher Investments Luxembourg offers a supportive environment that prioritizes client satisfaction, provides unmatched service, and takes a personalized approach to investing. Our benefits include paid healthcare premiums, annual leave, supplemental retirement pension plan, gym subsidy, fertility benefit, and a collaborative work atmosphere.