Are you interested in working for a world class global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments within insurance products and tax wrappers? Want to focus on forging strong client relationships and providing exceptional client service?
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 significantly over the past decade and we are searching for talented and 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.
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 the highest level of service at all times. AV ICs manage high-net-worth AV client relationships in France from our office in Luxembourg by serving as their primary point of contact and typically manage a AV clients with approximately €100-150 million in assets in aggregate. The ability to communicate clearly, listen, understand client needs and educate the AV clients on the reasoning behind portfolio changes is crucial to maintaining long-lasting relationships. Candidates need to demonstrate they have the ability to build trust with our AV clients, which is done on a foundation of financial, social and organisational skills. To summarise, AV ICs have the following responsibilities and qualifications:
Why Fisher Investments Luxembourg brokerage’s division:
Fisher Investments Luxembourg offers portfolio management through tax wrappers tailored to AV clients’ long-term goals. Client assets are held within tax wrappers issued by recognized European insurance companies, custodied at recognised European custodians, and managed by Fisher Investments Luxembourg. The Fisher organisation has a long history of managing global investments and helping people reach their long-term goals and objectives.
To help our employees meet their long-term goals, we offer an array of benefits, including:
The global Fisher organisation distinguishes itself by putting clients first, providing world-class service, and taking a personalised approach. Join a team that’s bringing new approaches to wealth management daily!
FISHER INVESTMENTS LUXEMBOURG IS AN EQUAL OPPORTUNITY EMPLOYER