Fiduciary Finance Advisor
il y a 6 jours
About the Role:
Fiduciary finance advisors at Fisher Investments Luxembourg are responsible for managing relationships with high-net-worth clients in Sweden, ensuring exceptional service and long-lasting client relationships.
The ideal candidate will have 2+ years of experience working with private clients in banking or wealth management, a sound knowledge of financial concepts, markets, and current events, as well as native Swedish and native or fluent English language skills.
Key Responsibilities:
- Building and maintaining strong relationships with clients to understand their needs and provide tailored investment advice
- Managing a portfolio of approximately €100-150 million in assets, including updating clients on portfolio changes, financial markets, and our market strategy
- Serving as the primary point of contact between clients, our Investment Policy Committee, research and trading departments, and service teams
Qualifications and Requirements:
- 2+ years of experience in private client banking or wealth management
- A deep understanding of financial markets, instruments, and regulations
- Native Swedish and native or fluent English language skills
- Excellent communication and interpersonal skills
- MiFID certification or equivalent
- CFA or similar education is beneficial
Benefits:
- 100% paid premiums for our top-tier supplemental healthcare plan
- 28 days annual leave and 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
- Up to €219.60 in employer-paid monthly lunch vouchers
- Gym subsidy of up to €50 per month
- A collaborative working environment with ongoing training and employee appreciation events
What We Offer:
Fisher Investments Luxembourg is committed to providing a supportive and inclusive work environment that fosters growth and development. Our team members enjoy a competitive salary range of €60,000 - €80,000 per annum, depending on experience, as well as opportunities for career advancement and professional growth.
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