Expert Financial Advisor

Investment Counsellor

The Investment Counsellor role involves building long-standing relationships with clients who are invested through insurance products, ensuring they receive exceptional service.

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 € 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

Required Skills and 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.
• You are engaging and can connect with a wide array of audiences by phone and email Maintain a positive personality and empathize with clients in good times and bad Commitment to maintain quality of work while sticking to a timeline

Benefits:

• 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 This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program.*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

Why Us?

We put clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' priorities by using a simple and transparent fee structure and recognised European custodians. It's the people that make our purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits including those mentioned above.