Dutch Investment Counsellor

il y a 2 semaines


Luxembourg, Luxembourg Fisher Investments Temps plein
Job Opportunity: Investment Counsellor

Fisher Investments Luxembourg is seeking a highly motivated and experienced 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-standing relationships with clients, ensuring exceptional service and support.
  • 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 in private clients within the banking/wealth management industry.
  • A sound knowledge of financial concepts, markets, current events, and the market.
  • Native Dutch and native or fluent English language skills (Proficiency in other European languages is beneficial).
  • Ability to 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.

About Fisher Investments Luxembourg:

Fisher Investments Luxembourg is a 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. We offer a collaborative working environment that practices ongoing training, educational support, and employee appreciation events.

Benefits:

  • 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.

*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


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