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Financial Portfolio Manager
il y a 3 semaines
Fisher Investments Luxembourg, a subsidiary of Fisher Investments, is a professional discretionary portfolio management firm that serves high net worth private clients and institutions. We are seeking motivated candidates with finance and insurance backgrounds to join our brokerage division as Investment Counsellors to expand our services in France.
The Opportunity:This role involves building long-standing relationships with clients who invest through insurance products such as assurance vie, ensuring they receive exceptional service. As a French AV Investment Counsellor, you will manage high-net-worth client relationships in France from our Luxembourg office, serving as their primary contact.
Key Responsibilities:
- Develop and maintain strong relationships with AV clients
- Manage high-net-worth AV client relationships with approximately €100-150 million in assets
- Provide regular portfolio updates and educate clients on financial markets, investment philosophy, and market strategy
- Pursue advanced finance, capital markets, and insurance education through our training program
To succeed in this role, you should have:
- 5+ years' experience offering Assurance Vie products to clients
- Experience managing relationships of private clients within the banking/wealth/insurance management industry
- A Master's Degree in Finance or Wealth Management (ideally)
- Solid knowledge of financial concepts, markets, insurance concepts, and current events
- Fluent French and English language skills; proficiency in other European languages is beneficial
- Excellent communication and interpersonal skills
- Maintain a positive attitude and empathize with clients in good times and bad
- Commitment to delivering high-quality work while meeting deadlines
