Financial Markets Expert

il y a 5 jours


Sarreguemines, Grand Est, France Fisher Investments Temps plein
Job Opportunity

Fisher Investments Luxembourg is seeking a highly motivated and experienced Investment Counsellor to join our team in Luxembourg. As an Investment Counsellor, you will be responsible for managing relationships with high-net-worth clients in Denmark, providing exceptional service, and educating clients on financial markets and investments.

Key Responsibilities
  • Build and maintain long-standing relationships with clients, ensuring they receive exceptional service.
  • Manage a book of high-net-worth relationships with approximately €100-150 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 and investment philosophy.
  • Gain advanced finance and capital markets education through our training program.
Requirements
  • 2+ years of experience working with private clients in the banking/wealth management industry.
  • A sound knowledge of financial concepts, markets, current events, and the market.
  • Native Danish and native or fluent English language skills; proficiency in other European languages is beneficial.
  • Ability to connect with and educate a variety of audiences.
  • MiFID certification, training, or the equivalent; CFA or similar education is beneficial.
Why Fisher Investments Luxembourg

Fisher Investments Luxembourg is a global investment management firm that prioritizes client needs, provides unmatched service, and takes a personalized approach to investing. We offer a range of benefits, including 100% paid premiums for our top-tier supplemental healthcare plan, 28 days annual leave, and a supplemental retirement pension plan.



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