Fiduciary Finance Advisor

il y a 6 jours


Luxembourg, Luxembourg Fisher Investments Temps plein

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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