Financial Counselor

Job Description

Fisher Investments Luxembourg is the Luxembourg-based subsidiary of Fisher Investments, a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the world's preeminent institutions. Our organisation has grown over the past decade and we're looking for motivated candidates with finance and insurance backgrounds to join our team as Investment Counsellors (brokerage division) to help us better the financial industry in France as we continue our expansion in Europe.

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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.
• 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

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
• 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. This program is subject to change. xmdgtar

*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