Emplois actuels liés à French Wealth Solutions Associate - Luxembourg - Fisher Investments Europe
-
French Speaking Wealth Solutions Associate
il y a 4 jours
Luxembourg language matters Recruitment Consultants B.V. Temps pleinAre you interested to start a new challenge supporting a brokerage team? Our client, a globally known investment adviser is on the look-out for a French speaking Wealth Solutions (Assurance Vie) Associate for their team in Luxembourg. You will help the team reach their ambitious goals by coordinating with internal departments, preparing on-boarding...
-
Private Wealth Lawyer
il y a 2 semaines
Luxembourg Arendt & Medernach Temps pleinArendt & Medernach is the leading independent business law firm in Luxembourg. The firm’s international team of more than 450 legal professionals represents Luxembourg and foreign clients in all areas of Luxembourg business law from its main office in Luxembourg and representative offices in Hong Kong, London, New York and Paris. Our service to clients is...
-
Wealth Planning Life Insurance Specialist 100%
il y a 2 semaines
Luxembourg Julius Baer Temps pleinAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. You will be working in the Wealth Planning Life Insurance team within the Investment and Wealth Management Solution (IWMS)...
-
Compliance Regulatory Senior Associate
il y a 6 jours
Luxembourg State Street Temps plein**Who we are looking for** As the Compliance Regulatory Associate, you will be responsible for providing an efficient and effective compliance service and to promote and to assist the company in meeting its regulatory obligations. The role requires to support your team to monitor the regulatory framework in order to ensure the relevant Compliance risks and...
-
Investment Manager
il y a 7 jours
Luxembourg Eurolux Consulting Temps plein**Job Description**: Our client, a well-regarded global Bank, is looking to hire an Investment Manager in their Wealth Management division to work alongside Relationship Management focusing on investment solutions and client needs. In this role, you will: - Act as an investment specialist, understanding the needs of clients, helping to manage client...
-
Transfer Agent- Registration, Associate 1
il y a 1 semaine
Luxembourg State Street Temps pleinJob Category: Associate 1 Job Titles: Registration Team Associate (Fluent English, German and Dutch is a strong asset) Who we are looking for: The Registration Team performs account set up and static data maintenance on the register of shareholders in line with Luxembourg regulatory requirements. A Registration Associate performs shareholders new...
-
Transfer Agent- Registration, Associate 1
il y a 4 jours
Luxembourg State Street Temps plein**Job Category: Associate 1** **Job Titles: Registration Team Associate** **(Fluent English, German and Dutch is a strong asset)** **Who we are looking for**: The Registration Team performs account set up and static data maintenance on the register of shareholders in line with Luxembourg regulatory requirements. A Registration Associate performs...
-
French Speaking Sales Associate
il y a 4 jours
Luxembourg language matters Recruitment Consultants B.V. Temps pleinAre you interested to start your career in financial services? Our client, a globally known investment adviser is on the look-out for a French speaking Regional Sales Associate for their team in Luxembourg. In this position you will provide support especially to the Private Client Director, who is responsible for meeting and educating prospective clients on...
-
Product Structuring and Development Associate
il y a 2 semaines
Luxembourg PER, Private Equity Recruitment Temps plein**About our client** We are working with a leading private markets investor which is seeking to hire a technically astute Product Structuring and Development Associate in their Luxembourg office. **What the job involves** The Product Structuring and Development Associate will contribute to the design, structuring, development, and pricing of new...
-
Relationship Manager Wealth Management
il y a 4 jours
Luxembourg UBS Temps pleinLuxembourg - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 275192BR **City** - Luxembourg **Job Type** - Full Time **Your role** - Are you a people person? Do you know how to give superior investment advice that grows client wealth? - We’re looking for a Relationship Manager to: - develop and maintain...
French Wealth Solutions Associate
il y a 3 semaines
Overview:
The Fisher Investments Luxembourg (FIL) brokerage team is focused on helping prospects and clients in France by providing specialised financial planning advice through a very common investment account type called Assurance Vie. We provide a much higher standard of service to clients than they typically get with existing Assurance Vie options and expect to grow our French business and improve the French market.
**The Opportunity**:
As a French Assurance Vie Associate, you will help support the team and its ambitious goals. You will coordinate with internal departments, prepare onboarding paperwork, help create sales deliverables, build new processes, and much more. By becoming a part of the new FIL brokerage team, you will expand your knowledge in both finance and this market and be an essential part of a growing business. You will report to your Team Leader who will aid in your job training and ongoing professional development.
**The Day-to-Day**:
- Support FIL wealth engineers and investment counsellors with operational requests (portfolio recommendations, system updates, documentation) to ensure outstanding service to prospects and clients- Ensure we have appropriate documentation from clients to begin their relationship with FIL by partnering with internal departments and requesting necessary documents- Partner with the insurance company to complete administrative and operational requests for clients- Perform ad-hoc projects and brainstorm process improvements to support a growing department
**Your Qualifications**:
- A university degree or equivalent combination of education and experience- Native French language proficiency and proficiency in English- Recruitment process will be in English- Commitment to maintain quality of work while sticking to a timeline- You meet challenges head-on. You learn from your setbacks and work towards improvement- Eager to work in an autonomous environment to support client needs
**Why Fisher Investments Luxembourg**:
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that Fisher Investments and Fisher Investments Luxembourg align with our clients’ priorities by using a simple and transparent fee structure and recognised European custodians.
It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, 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 €144 in employer-paid monthly lunch vouchers
- Gym subsidy of up to €50 per month
- A collaborative working environment that practises ongoing training, educational support and employee appreciation events
FISHER INVESTMENTS LUXEMBOURG IS AN EQUAL OPPORTUNITY EMPLOYER
