Job Description
Fisher Investments Luxembourg, a privately-held investment management firm, offers professional discretionary portfolio management services for high net worth private clients and institutions. The company has grown significantly over the past decade and is seeking motivated candidates to join their team as Investment Counsellors (brokerage division). This role will play a crucial part in expanding the financial industry in France and furthering Europe-wide expansion.
The Opportunity:
This position focuses on building long-standing relationships with high-net-worth clients who invest through insurance products such as assurance vie and certain other tax wrappers. As a French AV Investment Counsellor, you will be responsible for ensuring these clients receive exceptional service by serving as their primary contact.
The Day-To-Day:
1. Build long-standing relationships with our AV clients, delivering outstanding customer service
2. Manage approximately € million in assets across various client accounts within our brokerage division
3. Proactively provide regular portfolio updates and educate clients on financial markets, Fisher's market strategy and investment philosophy
4. Pursue advanced finance education via an extensive training program designed specifically for this role
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