Luxembourg Investment Manager

il y a 6 jours


Luxembourg, Luxembourg Fisher Investments Temps plein

Fisher Investments Luxembourg, a subsidiary of Fisher Investments, is a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and prominent institutions. The company's organisation has expanded significantly over the past decade, and it is seeking motivated candidates with finance and insurance backgrounds to join its team as Investment Counsellors (brokerage division) in France.

The Opportunity

The Investment Counsellor (brokerage division) role is focused on establishing long-standing relationships with clients who are invested through insurance products such as assurance vie and certain other tax wrappers. This role involves ensuring exceptional service for these clients, managing their high-net-worth relationships, and providing portfolio updates and education on financial markets, Fisher's market strategy, and investment philosophy.

Responsibilities
  • Build lasting relationships with AV clients and ensure they receive superior service
  • Manage high-net-worth AV client relationships with approximately €100-150 million in assets
  • Provide proactive portfolio updates and educate AV clients on financial markets, Fisher's market strategy, and investment philosophy
Requirements
  • 5+ years' experience offering Assurance Vie products to clients
  • Experience managing relationships of private clients within the banking/wealth/insurance management industry
  • Masters Degree (ideally in Finance or Wealth Management)
  • A sound knowledge of financial concepts, markets, insurance concepts, current events, and the French market
  • Fluent French and English language skills. Proficiency in other European languages is beneficial
About the Role

This role offers an excellent opportunity for individuals with a passion for finance and a commitment to delivering exceptional service. As an Investment Counsellor at Fisher Investments Luxembourg, you will have the chance to work with high-net-worth clients, manage significant assets, and contribute to the growth and success of the company.

Salary and Benefits

The estimated salary for this role is €120,000 per annum, based on the level of experience and qualifications required. In addition to a competitive salary, Fisher Investments Luxembourg offers a range of benefits, including:

  • 100% paid premiums for top-tier supplemental healthcare plan (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.



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