Financial Portfolio Manager

il y a 2 semaines


Luxembourg, Luxembourg Fisher Investments Temps plein

Fisher Investments Luxembourg, a subsidiary of the global Fisher organisation, is dedicated to providing exceptional discretionary portfolio management services for high net worth private clients and esteemed institutions. Our team in Luxembourg is expanding, and we're seeking highly motivated finance professionals with strong insurance backgrounds to join us as Investment Counsellors (brokerage division). This role presents a unique opportunity to contribute to the growth of our French operations and expand our presence in Europe.

The Opportunity

As an Investment Counsellor (brokerage division), you will be responsible for establishing long-standing relationships with our Assurance Vie clients, ensuring they receive unparalleled service. You will manage high-net-worth client relationships in France from our Luxembourg office, serving as their primary point of contact. Your expertise and dedication will play a vital role in delivering exceptional results and driving business growth.

The Day-to-Day Responsibilities
  • Develop lasting relationships with Assurance Vie clients through proactive communication and tailored solutions
  • Manage a portfolio of high-net-worth clients with approximately €100-150 million in assets, providing expert guidance and support
  • Promote advanced financial knowledge and education through regular portfolio updates and market insights
  • Pursue professional development through our comprehensive training and mentoring program
Requirements and Qualifications
  • A minimum of 5 years' experience offering Assurance Vie products to clients
  • Proven track record in managing relationships with private clients within the banking/wealth/insurance management industry
  • Masters' Degree in Finance or Wealth Management (desired)
  • Thorough understanding of financial concepts, markets, insurance principles, and current events
  • Fluency in French and English languages, with proficiency in other European languages beneficial
  • Exceptional interpersonal skills, enabling effective communication with diverse audiences
  • Strong commitment to maintaining quality work while adhering to tight deadlines

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