We are seeking motivated candidates with finance backgrounds to join our team as Investment Counsellors. This role is focused on managing relationships with high-net-worth clients in Belgium from our office in Dublin.
The Opportunity:
The Investment Counsellor (IC) role requires building long-standing relationships with our clients, ensuring they always receive exceptional service. You will be the conduit between our clients, our Investment Policy Committee, our research and trading departments, and several service teams. Proactively updating clients on portfolio changes, financial markets, our current market strategy, and investment philosophy is crucial to your success in this role.
Responsibilities:
* Build and maintain strong relationships with high-net-worth clients
* Manage a book of client relationships with approximately €100-150 million in assets
* Be the point of contact for clients, communicating portfolio changes and providing market updates
* Gain advanced finance and capital markets education through our training program
Your Qualifications:
* At least 2 years of experience working with private clients in the banking/wealth management industry
* A sound knowledge of financial concepts, markets, current events, and the global economy
* Native or fluent proficiency in French and English; Flemish and Dutch are highly beneficial
* Mi FID certification, training, or equivalent CFA or similar education
What We Offer:
Fisher Investments Luxembourg prioritises putting clients first, providing unmatched service, and taking a personalised approach to investing. Our organisation offers a range of benefits, including:
* 100% paid premiums for supplemental healthcare and dental plans
* 28 days annual leave, with additional purchase options
* Enhanced maternity pay package
* Retirement pension plan with company contribution
* Gym subsidy and Employee Assistance Program