Belgian Private Client Executive
il y a 17 heures
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 based in our Luxembourg office and will travel to visit prospective clients when necessary. New client relationships may be secured over the phone or, in some cases, in-person. You will be reporting to the VP of Sales Development.
The Day-to-Day:
- Apply successful business development skills, such as following through on Company provided leads by calling, setting appointments with and meeting prospective clients
- Educate prospective clients on the competitive investment landscape, and the services of Fisher Investments, and the role of Fisher Investments Europe
- Gather suitability information and documentation from prospective clients in order for the Private Client Advice group to analyse the information and formulate advice
- Effectively explain the Company's Client Confidential Agreement (CCA) terms and conditions, including client fees and billing policies
- Work closely with the assigned Investment Counsellor in initiating and maintaining the new client relationship
Your Qualifications:
- A University degree or equivalent combination of education/experience
- Integrity and a strong professional reputation to be deemed fit and proper to carry out the responsibilities of a prospective client facing role
- Strong communication skills coupled with excellent listening and questioning skills
- Demonstrated work ethic, goal-orientated, results driven and has excelled in current responsibilities
- Superior knowledge of the Fisher service model , internal processes, investment philosophies and strategies
- Native Belgian Dutch or Belgian French language fluency required
- English professional proficiency required
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 €219.60 in employer-paid monthly lunch vouchers
- Gym subsidy of up to €50 per month
- $10,000* fertility, hormonal health and family-forming benefit
- A collaborative working environment that practises ongoing training, educational support and employee appreciation events
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS LUXEMBOURG IS AN EQUAL OPPORTUNITY EMPLOYER
-
French Private Client Executive
il y a 17 heures
Luxembourg, Luxembourg Fisher Investments Europe Temps pleinOverviewThe 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...
-
Senior Private banker Key Clients
il y a 17 heures
Luxembourg, Luxembourg Norman Alex Temps pleinThe Banker's mission will be to support and advise Strategic clients, who are generally very sophisticated with complex wealth situations, and who often have very special requirements in terms of products and services. The idea is to provide them with a broad range of services, from wealth management (discretionary management, advisory management, financial...
-
Executive Assistant
il y a 17 heures
Luxembourg, Luxembourg Arhis HR Solutions Temps pleinJob descriptionSpecialising in the recruitment of qualified and expert profiles, People Solutions by Arhis offers tailored support to help you take the next step in your professional journey.We work with companies across various sectors (banking, insurance, industry, and services) that are actively looking for talented individuals like you. At People...
-
Internship Private Bank
il y a 17 heures
Luxembourg, Luxembourg Deutsche Bank Temps pleinJob Description:For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities. Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank,...
-
Practice Executive
il y a 17 heures
Luxembourg, Luxembourg Ashurst LLP Temps pleinAbout AshurstAshurst is a leading progressive global law firm with a rich history and a strong focus on innovation. We are a trusted adviser to corporates, financial institutions, and governments in all areas of commercial law, underpinned by a commitment to excellent client service and operational excellence.Job OverviewThe primary purpose of this role is...
-
Executive Assistant
il y a 17 heures
Luxembourg, Luxembourg Arendt & Medernach Temps pleinArendt & Medernach is the leading independent business law firm in Luxembourg with over 800 professionals. The firm's international team of more than 450 legal experts represents Luxembourg and foreign clients in all areas of Luxembourg business law from its main office in Luxembourg and representative offices in Frankfurt, Hong Kong, London, New York, and...
-
Payroll Executive for Partner Affairs
il y a 17 heures
Luxembourg, Luxembourg Deloitte Temps pleinOn siteFull timeYour future teamDeloitte Luxembourg is a leading consulting firm, offering a wide range of services such as audit and assurance, corporate finance, tax and legal and financial advisory. Currently, our firm comprises over 160 partner-level professionals who are dedicated to driving client success through their expertise and industry knowledge....
-
Senior Private Banker
il y a 17 heures
Luxembourg, Luxembourg Agius & Partners SA Temps pleinAgius & Partners has numerous mandates with numerous Private Banks in Luxembourg after several of our Swiss Private Bank clients have tasked us with hiring Senior Private Bankers in the Luxembourg as well.Profile:A minimum of 5 -10 years of Private banking relationship management experience as a Private Banker in a Private Bank or Family OfficePossessing a...
-
Luxembourg, Luxembourg Abiomis Temps pleinAccountant – 2 years of experience - Boost Your Career - International EnvironmentI am pleased to present a position for an accountant within a Belgian group located in the north of Luxembourg, near the Belgian border, in a calm and peaceful environment. You will work alongside skilled professionals, at the heart of the group's financial functions, within...
-
Intern in Executive Compensation and Personal Tax Advisory
il y a 17 heures
Luxembourg, Luxembourg Deloitte Temps pleinTraineeOn SiteFull TimeYour future team: Our Global Employer Services (GES) department offers tax solutions to multinational and large organizations concerning international employment, expatriate administration, compensation strategies and HR related consulting.As part of our GES department, our Executive Compensation and Personal Tax Advisory team assists...
