Expert Financial Advisor for High Net Worth Clients

il y a 4 jours


Luxembourg, Luxembourg Fisher Investments Temps plein

Fisher Investments Luxembourg is a European subsidiary of Fisher Investments, a leading global investment management firm that provides professional discretionary portfolio management services to high net worth private clients and institutions. Our organisation has grown significantly over the past decade, driven by our commitment to delivering exceptional client service and wealth creation.

As an Investment Counsellor at Fisher Investments Luxembourg, you will play a key role in managing relationships with high-net-worth clients in Norway from our office in Luxembourg. Your ability to understand our clients' needs and educate them on the reasoning behind portfolio changes is crucial to your success in this role. You will report to your Team Manager who will aid in your professional development.

The Day-to-Day:

  • Build long-standing relationships with our clients, ensuring they always receive exceptional service
  • Manage a book of high-net-worth relationships with approximately €100-150 million in assets
  • Act as 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

Key Qualifications:

  • 2+ years' experience working with private clients within the banking/wealth management industry
  • A sound knowledge of financial concepts, markets, and current events
  • Native Norwegian and native or fluent English language skills; proficiency in other European languages is beneficial
  • Ability to 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 equivalent
  • CFA or similar education is beneficial

We offer a collaborative working environment that practices ongoing training, educational support, and employee appreciation events. As an equal opportunities employer, we welcome applications from diverse backgrounds. If you are passionate about delivering exceptional client service and have a strong passion for finance, please apply.


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