Danish Investment Counsellor
Il y a 4 mois
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 the 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 Denmark as we continue our expansion in Europe.
The Opportunity:
The Investment Counsellor (IC) role is focused on managing relationships with high-net-worth clients in Denmark 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.
The Day-To-Day:
- 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
Your Qualifications:
- 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 Danish 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 €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
*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
-
Danish Investment Counsellor
Il y a 7 mois
Luxembourg Redstone Search Group Temps plein**Locations**:Europe**Divisions**:Private Banking & Wealth Management**Roles**:AnalystClient RelationsComplianceCorporate AdvisoryCredit OfficerDevelopment/SalesFinanceFinancial PlanningOtherPrivate Client**Job Ref**:RS1792**Sulayman Khwaja** **Recruitment Consultant** **+44 1727 614 139** Redstone Private Banking Search are leaders in the global...
-
Swedish Investment Counsellor
Il y a 7 mois
Luxembourg Redstone Search Group Temps plein**Locations**:Europe**Divisions**:Private Banking & Wealth Management**Roles**:AnalystClient RelationsComplianceCorporate AdvisoryCredit OfficerDevelopment/SalesFinancePrivate Client**Job Ref**:RS1790**Sulayman Khwaja** **Recruitment Consultant** **+44 1727 614 139** Redstone Private Banking Search are leaders in the global provision of search solutions...
-
French Investment Counsellor
Il y a 4 mois
LUXEMBOURG Fisher Investments Temps pleinFisher Investments Luxembourg is the Luxembourg-based 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 over the past decade and we're looking for...
-
Dutch Investment Counsellor
Il y a 4 mois
LUXEMBOURG Fisher Investments Temps pleinAre 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...
-
Belgian Investment Counsellor
Il y a 7 mois
LUXEMBOURG Fisher Investments Temps pleinAre 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 Europe is...
-
Swedish Investment Counsellor
Il y a 4 mois
LUXEMBOURG Fisher Investments Temps pleinAre 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...
-
Norwegian Investment Counsellor
Il y a 4 mois
LUXEMBOURG Fisher Investments Temps pleinAre 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...
-
Belgian Investment Counsellor
Il y a 6 mois
Luxembourg Fisher Investments Europe Temps pleinOverview: 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? **The...
-
Client Advisor
Il y a 7 mois
Luxembourg Fyte Temps pleinOur client is a well-established investments firm, serving as an independent asset manager that currently oversees several billion dollars for individuals, families, and institutions globally. To enhance their team in Luxembourg, we are actively seeking three Client Advisor profiles The first profile requires fluent Dutch proficiency in both spoken and...
-
Danish Account Executive
Il y a 7 mois
Luxembourg Integrity Resource Solutions Ltd Temps pleinAre you looking for a sales role in wealth management? My client is a preeminent global Private Investment Adviser and Money Management firm. They are looking for a Danish Account Executive. The Account Executive position provides the opportunity to join a sales environment surrounded by driven, intelligent, and passionate individuals determined to impact...
-
Danish Speaking Client Advice Associate
il y a 4 heures
Luxembourg language matters Recruitment Consultants B.V. Temps pleinAre you interested to start a new challenge in an analytical role in the financial industry? Our client, globally known investment adviser is on the look-out for a Danish speaking Client Advice Associate to their team in Luxembourg. You will be the right hand of Analysts and together as a team you will provide advice to clients about prospect goals,...
-
(Senior) Relationship Manager
il y a 6 jours
Luxembourg Banque Internationale à Luxembourg (BIL) Temps plein**Description** Founded in 1856, Banque Internationale à Luxembourg is the oldest multi-business bank in the Grand Duchy. From its foundation, the BIL has always played an active role in the development of the Luxembourg economy. It currently operates in retail, private and corporate banking, as well as on major capital markets. Employing more than 2 000...
-
French Speaking Wealth Solutions Associate
Il y a 7 mois
Luxembourg language matters Recruitment Consultants B.V. Temps pleinAre you interested to start a new challenge supporting a brokerage team? Our client, a globally known investment adviser is on the look-out for a French speaking Wealth Solutions (Assurance Vie) Associate for their team in Luxembourg. You will help the team reach their ambitious goals by coordinating with internal departments, preparing on-boarding...
-
French Speaking Wealth Solutions Associate
Il y a 7 mois
Luxembourg language matters Recruitment Consultants B.V. Temps pleinAre you interested to start a new challenge supporting a brokerage team? Our client, a globally known investment adviser is on the look-out for a French speaking Wealth Solutions (Assurance Vie) Associate for their team in Luxembourg. You will help the team reach their ambitious goals by coordinating with internal departments, preparing on-boarding...
-
French Speaking Wealth Solutions Associate
Il y a 7 mois
Luxembourg language matters Recruitment Consultants B.V. Temps pleinAre you interested to start a new challenge supporting a brokerage team? Our client, a globally known investment adviser is on the look-out for a French speaking Wealth Solutions (Assurance Vie) Associate for their team in Luxembourg. You will help the team reach their ambitious goals by coordinating with internal departments, preparing on-boarding...
-
Senior Fund Oversight Officer
Il y a 2 mois
Luxembourg Danske Bank Temps pleinAre you passionate about the fund industry and Asset Management? We invite you to join our Fund Operations and Oversight cross-border team, where you'll handle diverse tasks and have the opportunity to expand your responsibilities within an internationally engaging setting. _ Danske Invest Management A/S (DIMA) - a subsidiary of Danske Bank A/S conducting...
-
Internship in Wealth Management Desk
il y a 2 jours
Luxembourg UBS Temps pleinLuxembourg - Business management, administration and support - Global Wealth Management **Job Reference #** - 270979BR **City** - Luxembourg **Type** - Intern Analyst (Pipeline) **Your role** - Are you a motivated self-starter? Are you at your best when supporting others? We’re looking for someone like to: - Support the team by dealing on a daily basis...
-
Junior Wealth Services Associate
Il y a 7 mois
Luxembourg Fyte Temps pleinOur client is a renowned investment firm, operating as an independent asset manager overseeing several billion dollars for individuals, families, and institutions worldwide. To reinforce their team in Luxembourg, we are actively seeking a Junior Wealth Services Associate. Our client specifically seeks an individual fluent in spoken and written French. As...
-
Senior Fund oversight Officer
Il y a 2 mois
Luxembourg City Danske Invest Management AS Luxembourg Branch Temps pleinAre you passionate about the fund industry and Asset Management? We invite you to join our Fund Operations and Oversight cross-border team, where you'll handle diverse tasks and have the opportunity to expand your responsibilities within an internationally engaging setting. Danske Invest Management A/S (DIMA) - a subsidiary of Danske Bank A/S conducting...
-
Belgian Private Client Executive
Il y a 2 mois
Luxembourg Fisher Investments Europe Temps pleinOverview: **The Opportunity**: The Private Client Executive (PCE) is responsible for calling high net worth prospective clients, holding phone meetings to gather information about their current situation, and then assessing whether the prospective client may be suited for the portfolio management services of Fisher Investments and further analysis. The PCE...
