Investment Counsellor
We are seeking a motivated candidate with finance background to join our team as Investment Counsellor.
The Opportunity:
The Investment Counsellor role is focused on managing relationships with high-net-worth clients in The Netherlands from our office in Dublin.
You will understand our clients' needs and educate them on the reasoning behind portfolio changes.
This is crucial to your success in this role in maintaining long-lasting relationships.
Your Day-to-Day:
* Build long-standing relationships with our clients, ensuring they always receive exceptional service
* Manage a book of high-net-worth relationships with approximately €100-150 million in assets
* Be the conduit between our clients, our Investment Policy Committee, our research and trading departments, and several service teams
* Proactively update clients on portfolio changes, financial markets, our current market strategy and investment philosophy
Your Qualifications:
* 2+ years exposure to private clients within the banking/wealth management industry
* A sound knowledge of financial concepts, markets, current events and the market
* Native Dutch and native or fluent English language skills (Proficiency in other European languages is beneficial)
* Connect with and educate a variety of audiences
* Maintain a positive personality and empathise with clients in good times and bad
* MI FID certification, training or the equivalent CFA or similar education is beneficial
Your Benefits:
* We put clients first, providing unmatched service, and taking a personalised approach to investing
* We use a simple and transparent fee structure and recognised European custodians
* We offer an array of benefits, including: 100% paid premiums for our top-tier supplemental healthcare and dental plans 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
* Enhanced maternity pay package with 26 weeks' top up to full base pay for eligible employees
* $10,000* fertility, hormonal health and family-forming benefit
* A retirement pension plan, featuring a 9% company pension contribution of your base pay and an additional company match of up to 5% of base pay
* Monthly gym subsidy of up to €50 per month
* Employee Assistance Program and other emotional wellbeing services
* A collaborative working environment that practices ongoing training, educational support and employee appreciation events
Fisher Investments Luxembourg is an equal opportunity employer.