Investment Specialist
il y a 4 jours
Fisher Investments Luxembourg is a subsidiary of Fisher Investments, a leading global investment management firm offering professional discretionary portfolio management services for high-net-worth clients and institutions.
We are looking for highly motivated candidates with finance and insurance backgrounds to join our team as Investment Counsellors (brokerage division) in France. Our goal is to expand our presence in Europe and improve the financial industry through exceptional client service.
The OpportunityThe Investment Counsellor (brokerage division) role focuses on building long-lasting relationships with our clients invested through insurance products such as assurance vie and certain tax wrappers. As their primary contact, you will ensure they receive exceptional service. You will manage high-net-worth client relationships in France from our office in Luxembourg.
This is an in-office role with opportunities for hybrid work-from-home arrangements. Based on your performance, you may be eligible to participate in our flexible working program.
Key Responsibilities- Build strong relationships with our AV clients to provide exceptional service
- Manage high-net-worth client relationships with approximately €100-150 million in assets
- Provide proactive portfolio updates and educate clients on financial markets, Fisher's market strategy, and investment philosophy
- Participate in ongoing training and mentoring programs to enhance your finance, capital markets, and insurance knowledge
- 5+ years' experience offering Assurance Vie products to clients
- Experience managing private client relationships in the banking/wealth/insurance management industry
- Master's Degree in Finance or Wealth Management (desired)
- Strong knowledge of financial concepts, markets, insurance, current events, and the French market
- Fluent French and English language skills; proficiency in other European languages beneficial
- Engaging communication skills to connect with diverse audiences via phone and email
- Maintain a positive attitude and empathize with clients in various situations
- Commitment to delivering quality work while meeting deadlines
We prioritise our clients' needs, providing unmatched service and a personal approach to investing. Our transparent fee structure and use of recognised European custodians give you confidence in our commitment to your goals.
To support our employees' long-term objectives, we offer a range of benefits, including:
- 100% paid premiums for our top-tier supplemental healthcare plan (medical, dental, vision) for employees and dependents
- 28 days annual leave with up to 3 additional days purchasable per year, plus 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, plus 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 equivalent fertility, hormonal health, and family-forming benefit (available locally)
- A collaborative work environment with ongoing training, educational support, and employee appreciation events
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