French Investment Counsellor

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