Belgian Investment Counsellor
il y a 2 semaines
Overview:
Are you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service?
**The Opportunity**:
The Investment Counsellor (IC) role is focused on managing relationships with high-net-worth clients in Belgium from our office in Luxembourg. Your understand our clients' needs and educate them on the reasoning behind portfolio changes is crucial to your success in this role in maintaining long-lasting relationships. 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
- Be 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
**Your Qualifications**:
- 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
**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
-
French Investment Counsellor
il y a 1 semaine
Luxembourg Fisher Investments Temps plein**The Opportunity**: The Investment Counsellor (brokerage division) ("AV IC") role is focused on building long standing relationships with our clients who are invested through insurance products such as _assurance vie_ and certain other tax wrappers ("AV clients"), ensuring they receive exceptional service. AV ICs manage high-net-worth AV client...
-
French Investment Counsellor
il y a 7 jours
Luxembourg Fisher Investments Europe Temps pleinOverview: **The Opportunity**: The Investment Counsellor (brokerage division) ("AV IC") role is focused on building long standing relationships with our clients who are invested through insurance products such as _assurance vie_ and certain other tax wrappers ("AV clients"), ensuring they receive exceptional service. AV ICs manage high-net-worth AV client...
-
Danish Investment Counsellor
il y a 7 jours
Luxembourg Fisher Investments Europe Temps pleinOverview: Are you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service? **The...
-
Swedish Investment Counsellor
il y a 7 jours
Luxembourg Fisher Investments Europe Temps pleinOverview: Are you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service? **The...
-
Norwegian Investment Counsellor
il y a 7 jours
Luxembourg Fisher Investments Europe Temps pleinOverview: Are you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service? **The...
-
Dutch Investment Counsellor
il y a 7 jours
Luxembourg Fisher Investments Europe Temps pleinOverview: Are you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service? **The...
-
Norwegian Investment Counsellor
il y a 6 jours
Luxembourg Fisher Investments Europe Temps pleinOverview: Are you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service? **The...
-
Belgian Private Client Executive
il y a 2 semaines
Luxembourg Fisher Investments Europe Temps pleinOverview: **The Opportunity**: The Private Client Executive (PCE) is responsible for calling high net worth prospective clients, holding phone meetings to gather information about their current situation, and then assessing whether the prospective client may be suited for the portfolio management services of Fisher Investments and further analysis. The PCE...
-
Belgian Private Client Executive
il y a 3 jours
Luxembourg Fisher Investments Temps plein**The Opportunity**: The Private Client Executive (PCE) is responsible for calling high net worth prospective clients, holding phone meetings to gather information about their current situation, and then assessing whether the prospective client may be suited for the portfolio management services of Fisher Investments and further analysis. The PCE role is...
-
Client Advisor
il y a 4 jours
Luxembourg Fyte Temps pleinOur client is a well-established investments firm, serving as an independent asset manager that currently oversees several billion dollars for individuals, families, and institutions globally. To enhance their team in Luxembourg, we are actively seeking three Client Advisor profiles The first profile requires fluent Dutch proficiency in both spoken and...
