Emplois actuels liés à Swedish Investment Counsellor - Luxembourg - Fisher Investments Europe
-
Investment Counsellor Role
il y a 4 jours
Luxembourg, Luxembourg Fisher Investments Temps pleinJob DescriptionWe are seeking a highly motivated Investment Counsellor (brokerage division) to join our team at Fisher Investments Luxembourg. In this role, you will be responsible for building long standing relationships with our clients who are invested through insurance products, such as assurance vie. This requires a strong understanding of financial...
-
Client Advisor
il y a 4 semaines
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...
-
Swedish Speaking Account Executive
il y a 2 semaines
Luxembourg language matters Recruitment Consultants B.V. Temps pleinAre you looking to start your career in sales? Our client, globally known investment adviser is on the look-out for a Swedish speaking Account Executive to start in their team in Luxembourg or Dublin. As an Account Executive you are the first point of contact to the high-net-worth individuals who are looking advice in their investments - you are the first...
-
Swedish Speaking Client Advice Associate
il y a 6 jours
Luxembourg language matters Recruitment Consultants B.V. Temps pleinAre you interested to start your career in an analytical role in the financial industry? Our client, globally known investment firm is on the look-out for a Swedish 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, investment...
-
Senior Legal Counsel
il y a 4 semaines
Luxembourg Lombard International Assurance Temps pleinLombard International Group is a leading provider of global wealth and succession planning solutions with 30+ years’ experience. It has the strength and expertise to help high net worth and ultra-high net worth individuals, their families and institutions to protect, preserve and pass on their legacy to future generations. It is in Lombard International...
-
Financial Services Professional
il y a 5 jours
Luxembourg, Luxembourg Fisher Investments Temps pleinCompany OverviewFisher Investments Luxembourg is 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 motivated candidates with finance and...
-
Financial Consultant
il y a 5 jours
Luxembourg, 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...
-
French Speaking Wealth Solutions Associate
il y a 6 jours
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 4 heures
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...
-
Asset Management Specialist
il y a 4 jours
Luxembourg, Luxembourg Fisher Investments Temps pleinAbout the RoleThe Investment Counsellor (brokerage division) role is a critical position within our organisation, requiring a deep understanding of financial markets, Fisher's market strategy and investment philosophy. In this role, you will work closely with our clients, understanding their needs and goals, and providing them with expert advice on financial...
-
Portfolio Manager Assistant
il y a 5 jours
Luxembourg, Luxembourg Fisher Investments Temps pleinAbout UsWe put clients first, providing unmatched service, and taking a personalised approach to investing at Fisher Investments Luxembourg. As an Investment Counsellor (brokerage division), you will be responsible for building long standing relationships with our clients who are invested through insurance products. This role requires experience managing...
-
Junior Wealth Services Associate
il y a 4 semaines
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...
-
French Speaking Sales Associate
il y a 4 heures
Luxembourg language matters Recruitment Consultants B.V. Temps pleinAre you interested to start your career in financial services? Our client, a globally known investment adviser is on the look-out for a French speaking Regional Sales Associate for their team in Luxembourg. In this position you will provide support especially to the Private Client Director, who is responsible for meeting and educating prospective clients on...
-
Sales Quality Analyst
il y a 4 heures
Luxembourg HSBC Temps pleinHSBC Holdings plc, the parent company of the HSBC Group, is headquartered in London. HSBC serves customers worldwide from offices in 64 countries and territories in our geographical regions: Europe, Asia, North America, Latin America, and Middle East and North Africa. _ - HSBC provides a comprehensive range of financial services through three global...
-
Intern in Wealth Management Desk
il y a 4 heures
Luxembourg UBS Temps pleinLuxembourg - Business management, administration and support - Global Wealth Management **Job Reference #** - 277378BR **City** - Luxembourg **Your role** - Are you a motivated self-starter? Are you at your best when supporting others? We’re looking for someone like you to: - Support the team by dealing on a daily basis with clients’ administrative...
-
Business Risk Specialist
il y a 4 semaines
Luxembourg UBS Temps pleinLuxembourg - Risk - Global Wealth Management **Job Reference #** - 280958BR **City** - Luxembourg **Job Type** - Full Time **Your role** - Do you know how to keep an eye out for and avoid risk? Are you skilled at assessing processes and making improvements? - We’re looking for Business Risk Specialist to: - Identify, assess and remediate operational...
Swedish Investment Counsellor
il y a 4 semaines
Overview:
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 Opportunity**:
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.
**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
**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 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
FISHER INVESTMENTS LUXEMBOURG IS AN EQUAL OPPORTUNITY EMPLOYER
