Are you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service?
Fisher Investments Luxembourg is a European subsidiary of Fisher Investments, a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the world's preeminent institutions. Our organisation has grown significantly over the past decade and we are looking for motivated candidates with finance backgrounds to join our team as Investment Counsellors to help us better the financial industry in Sweden as we continue our expansion in Europe.
The Investment Counsellor (IC) role is focused on managing relationships with high-net-worth clients in Sweden from our office in Luxembourg. You'll understand our clients' needs and educate them on the reasoning behind portfolio changes. This is crucial to your success in this role in maintaining long-lasting relationships. You will report to your Team Manager who will aid in your professional development.
Build long standing relationships with our clients, ensuring they always receive exceptional service
Manage a book of high-net-worth relationships with approximately €100-150 million in assets
Be the conduit between our clients, our Investment Policy Committee, our research and trading departments, and several service teams
Proactively update clients on portfolio changes, financial markets, our current market strategy and investment philosophy
Gain advanced finance and capital markets education through our training program
2+ years exposure to private clients within the banking/wealth management industry
A sound knowledge of financial concepts, markets, current events and the market
Native Swedish and native or fluent English language skills (Proficiency in other European languages is beneficial)
Connect with and educate a variety of audiences
Maintain a positive personality and empathise with clients in good times and bad
MiFID certification, training or the equivalent
CFA or similar education is beneficial
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 €144 in employer-paid monthly lunch vouchers
Gym subsidy of up to €50 per month
A collaborative working environment that practises ongoing training, educational support and employee appreciation events
We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.
FISHER INVESTMENTS LUXEMBOURG IS AN EQUAL OPPORTUNITY EMPLOYER