Belgian Investment Counsellor
il y a 2 semaines
Job Opportunity: We are seeking a highly skilled Investment Counsellor to join our team in Luxembourg. As an Investment Counsellor, you will be responsible for managing relationships with high-net-worth clients in Belgium, providing exceptional service and educating them on portfolio changes.
Key Responsibilities:
- Build long-standing relationships with 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 clients, our Investment Policy Committee, research and trading departments, and 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.
Requirements:
- 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/Fluent French and English skills, Flemish & Dutch is also highly 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.
About Fisher Investments Luxembourg:
Fisher Investments Luxembourg is a subsidiary of Fisher Investments, a privately-held investment management firm. We provide professional discretionary portfolio management services for high-net-worth private clients and institutions. Our organisation has grown significantly over the past decade, and we are looking for motivated candidates with finance backgrounds to join our team as Investment Counsellors.
Benefits:
- 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.
- A collaborative working environment that practises ongoing training, educational support, and employee appreciation events.
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
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