Seeking a career-defining opportunity in Finance? Join Fisher Investments Luxembourg – Dublin Branch, a European subsidiary of Fisher Investments, a leading investment management firm. Our organisation has experienced significant growth over the past decade and we are now looking for motivated candidates with finance backgrounds to join our team as Investment Counsellors.
The Opportunity
We are seeking highly skilled Investment Counsellors to manage relationships with high-net-worth clients in Denmark from our office in Dublin. As an Investment Counsellor, you will be responsible for understanding your clients' needs, educating them on portfolio changes, and providing exceptional client service.
Key Responsibilities:
* Build strong relationships with high-net-worth clients in Denmark
* Manage a book of high-net-worth relationships with approximately €100-150 million in assets
* Serve as the conduit between clients, our Investment Policy Committee, research and trading departments, and several service teams
* Proactively update clients on portfolio changes, financial markets, and current market strategy
* Pursue advanced finance and capital markets education through our training program
Your Qualifications:
* Minimum 2 years of experience working with private clients in the banking/wealth management industry
* A sound understanding of financial concepts, markets, and current events
* Native Danish and native or fluent English language skills; Proficiency in other European languages is beneficial
* Excellent communication and interpersonal skills
* MiFID certification, training, or equivalent
* CFA or similar education is desirable
Our Benefits:
* Exceptional client service and a personalized approach to investing
* A simple and transparent fee structure and recognized European custodians
* 100% paid premiums for top-tier supplemental healthcare and dental plans
* 28 days annual leave, with additional paid holidays
* Enhanced maternity pay package and fertility benefits
* A retirement pension plan featuring company contributions
* Monthly gym subsidy and employee assistance programs
* A collaborative working environment with ongoing training and support
FISHER INVESTMENTS LUXEMBOURG IS AN EQUAL OPPORTUNITY EMPLOYER