Financial Advisor
il y a 4 semaines
Fisher Investments Luxembourg is seeking a highly motivated Investment Counsellor to join our team in The Netherlands. As an Investment Counsellor, you will be responsible for managing relationships with high-net-worth clients, understanding their needs, and educating them on portfolio changes.
Key Responsibilities:- Build and maintain long-lasting relationships with clients, ensuring exceptional service
- Manage a book of high-net-worth relationships with approximately € million in assets
- Act as a conduit between clients, our Investment Policy Committee, research and trading departments, and service teams
- Proactively update clients on portfolio changes, financial markets, and our current market strategy
- Gain advanced finance and capital markets education through our training program
- 2+ years of experience in private banking or wealth management
- Sound knowledge of financial concepts, markets, and current events
- Native Dutch and native or fluent English language skills
- Ability to connect with and educate various audiences
- MiFID certification or equivalent
- CFA or similar education is beneficial
We put clients first, providing unmatched service and a personalised approach to investing. Our global organisation aligns with our clients' priorities through a simple and transparent fee structure and recognised European custodians. We offer a range of benefits, including:
- 100% paid premiums for our top-tier supplemental healthcare plan
- 28 days annual leave with the ability to purchase additional days
- A supplemental retirement pension plan featuring a 4% contribution of base pay
- 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
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
