Portfolio Manager Assistant
il y a 5 jours
We put clients first, providing unmatched service, and taking a personalised approach to investing at Fisher Investments Luxembourg. As an Investment Counsellor (brokerage division), you will be responsible for building long standing relationships with our clients who are invested through insurance products. This role requires experience managing relationships of private clients within the banking/wealth/insurance management industry.
The Role
You will work closely with our clients, understanding their needs and goals, and providing them with expert advice on financial markets, Fisher's market strategy and investment philosophy. You will also be responsible for managing high-net-worth AV client relationships with approximately €100-150 million in assets in aggregate.
Your Qualifications
• 5+ years' experience offering Assurance Vie products to clients
• Master's 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
Benefits
We offer an array 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
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