Investment Counsellor
Join our expanding team of financial experts at Fisher Investments Luxembourg – Dublin Branch.
We are seeking motivated candidates with finance backgrounds to join us as Investment Counsellors and contribute to the growth of our European subsidiary. Our company has experienced significant expansion over the past decade, and we aim to continue this momentum by providing exceptional client service and forging strong relationships with high-net-worth clients in Denmark from our office in Dublin.
The Opportunity:
As an Investment Counsellor, you will be responsible for managing relationships with our high-net-worth clients in Denmark. Your primary objective is to understand their needs, educate them on the reasoning behind portfolio changes, and ensure they receive exceptional service.
* Main Responsibilities:
* Build long-standing relationships with our clients, ensuring they receive outstanding service.
* Manage a book of high-net-worth relationships with approximately €100-150 million in assets.
* Serve as the conduit between our clients, our Investment Policy Committee, research and trading departments, and several service teams.
* Proactively update clients on portfolio changes, financial markets, current market strategy, and investment philosophy.
* Pursue advanced finance and capital markets education through our comprehensive training program.
Your Qualifications:
To succeed in this role, you must possess:
* At least 2 years of experience working with private clients within the banking or wealth management industry.
* A solid understanding of financial concepts, markets, current events, and market analysis.
* Native Danish language skills, with native or fluent English language proficiency; additional European languages are beneficial.
* The ability to connect with and educate diverse audiences.
* A positive personality and empathy when interacting with clients in various situations.
* MiFID certification, training, or equivalent CFA or similar education (desirable).
Your Benefits:
As a valued member of our team, you can expect:
* A collaborative working environment that prioritises ongoing training, educational support, and employee appreciation events.
* 100% paid premiums for top-tier supplemental healthcare and dental plans for employees and their qualified dependents.
* 28 days annual leave, with the option to purchase up to 3 additional days per year, plus up to 11 paid holidays.
* An enhanced maternity pay package, featuring 26 weeks' top-up to full base pay for eligible employees.
* $10,000* fertility, hormonal health, and family-forming benefit.
* A retirement pension plan, including a 9% company pension contribution of your base pay and an additional company match of up to 5% of base pay.
* A monthly gym subsidy of up to €50 per month.
* An Employee Assistance Program and other emotional wellbeing services.
Fisher Investments Luxembourg is an equal opportunities employer.