French Investment Counsellor

Fisher Investments

4.1

(21)

Luxembourg, Luxembourg

Why you should apply for a job to Fisher Investments:

  • 4.1/5 in overall job satisfaction
  • 4.5/5 in supportive management
  • 86% say women are treated fairly and equally to men
  • 76% would recommend this company to other women
  • 71% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • All women are eligible for 18-20 weeks of time off for bonding after childbirth; non-birthing parents are eligible for up to 12 weeks.
  • 20 days of PTO, plus 9 paid holidays.
  • Offering up to 10 days annually for back-up childcare.
  • #2025-15876

    Position summary

    ge high-net-worth AV client relationships in France from our office in Luxembourg by serving as their primary contact. You would join our team as a French AV Investment Counsellor, reporting directly to the French expansion manager.

    The Day-To-Day:

    • Build long standing relationships with our AV clients, ensuring they receive exceptional service

    • Manage high-net-worth AV client relationships with approximately ₠100-150 million in assets in aggregate

    • Proactively provide portfolio updates and educate AV clients on financial markets, Fisher's market strategy and investment philosophy

    • Gain advanced finance, capital markets and insurance education through our training and mentoring program

    Your Qualifications:

    • 5+ years' experience offering Assurance Vie products to clients

    • Experience managing relationships of private clients within the banking/wealth/insurance management industry

    • Master's Degree (ideally in Finance or Wealth Management)

    • A sound knowledge of financial concepts, markets, insurance concepts, current events and the French market

    • Fluent French and English language skills. Proficiency in other European languages is beneficial.

    • You are engaging and can connect with a wide array of audiences by phone and email

    • Maintain a positive personality and empathize with clients in good times and bad

    • Commitment to maintain quality of work while sticking to a timeline

    Why Fisher Investments Luxembourg:

    The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that Fisher Investments and Fisher Investments Luxembourg align with our clients' priorities by using a simple and transparent fee structure and recognised European custodians.

    It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, 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 practises 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. This program is subject to change.

    *Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

    FISHER INVESTMENTS LUXEMBOURG IS AN EQUAL OPPORTUNITY EMPLOYER

    Why you should apply for a job to Fisher Investments:

  • 4.1/5 in overall job satisfaction
  • 4.5/5 in supportive management
  • 86% say women are treated fairly and equally to men
  • 76% would recommend this company to other women
  • 71% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • All women are eligible for 18-20 weeks of time off for bonding after childbirth; non-birthing parents are eligible for up to 12 weeks.
  • 20 days of PTO, plus 9 paid holidays.
  • Offering up to 10 days annually for back-up childcare.