French Investment Counsellor
il y a 4 jours
Overview: **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 relationships in France from our office in Luxembourg by serving as their primary contact. You would join our team as a French AV Investment Counsellor, reporting directly to the French expansion manager. **The Day-To-Day**: - Build long standing relationships with our AV clients, ensuring they receive exceptional service - Manage high-net-worth AV client relationships with approximately €100-150 million in assets in aggregate - Proactively provide portfolio updates and educate AV clients on financial markets, Fisher's market strategy and investment philosophy - Gain advanced finance, capital markets and insurance education through our training and mentoring program **Your Qualifications**: - 5+ years’ experience offering Assurance Vie products to clients - Experience managing relationships of private clients within the banking/wealth/insurance management industry - Master’s Degree (ideally in Finance or Wealth Management) - A sound knowledge of financial concepts, markets, insurance concepts, current events and the French market - Fluent French and English language skills. Proficiency in other European languages is beneficial. - Maintain a positive personality and empathize with clients in good times and bad - Commitment to maintain quality of work while sticking to a timeline **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
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