Investment Counsellor
il y a 4 semaines
We are seeking a highly skilled Investment Counsellor to join our team in Sweden. As an Investment Counsellor, you will be responsible for managing relationships with high-net-worth clients in Sweden from our office in Luxembourg.
Key Responsibilities- Build long-standing relationships with our clients, ensuring they receive exceptional service
- Manage a book of high-net-worth relationships with approximately €100-150 million in assets
- Be the conduit between our clients, our Investment Policy Committee, our research and trading departments, and several service teams
- Proactively update clients on portfolio changes, financial markets, our current market strategy, and investment philosophy
- Gain advanced finance and capital markets education through our training program
- 2+ years exposure to private clients within the banking/wealth management industry
- A sound knowledge of financial concepts, markets, current events, and the market
- Native Swedish and native or fluent English language skills (Proficiency in other European languages is beneficial)
- 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
Fisher Investments Luxembourg is a European 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.
We are an equal opportunity employer and offer a range of benefits, including:
- 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.
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