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French Investment Counsellor (2020-8792)

Luxembourg City, Luxembourg
Service
2020-8792

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Job Description

Overview

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 Opportunity:

 

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:

 

The Day-To-Day:

  • Building long standing relationships with our AV clients, ensuring they receive the highest level of service at all times;
  • Manage high-net-worth AV client relationships with approximately €100-150 million in assets in aggregate;
  • Proactively communicate portfolio updates and educate AV clients on financial markets, Fisher’s market strategy and investment philosophy;
  • Gain advanced finance, capital markets and insurance education through our training and mentoring program.

Your Qualifications:

  • Proven track record of at least 3 to 5 years exposure to private clients within the banking/wealth/insurance management industry;
  • Bachelor or Master Degree in Finance or Wealth Management strongly preferred;
  • A sound knowledge of financial concepts, markets, insurance concepts, current events and the French market;
  • Native French and fluent English language skills. Proficiency in other European languages is beneficial but not required;
  • The ability to listen and empathize with clients, in good times and bad;
  • The ability to communicate and educate;
  • Personable and positive personality with a strong professional work ethic;
  • Efficient time management and organisational skills.

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 Company covers 100% of the membership or premium cost for the supplemental healthcare (includes medical, dental, vision) for employees and their qualified dependents
  • Our supplemental medical provider, DKV, covers a range of conditions and reimbursement options for treatments including dental treatment and orthodontic care. It also includes medical care if needed when travelling abroad.
  • 28 days annual leave, increasing to 30 after five years of service, with ability to purchase up to 3 additional days.
  • A supplemental retirement pension to employees, 4% of your base pay up to the social security ceiling and 12% for base pay income over the ceiling. FIL will match employee personal contributions up to a maximum of 50% (or €600 given the current employee maximum is €1200 annually as set by the government).
  • Monthly gym subsidy.
  • A supportive, collaborative working environment
  • Employee appreciation events 
  • Ongoing training and educational support

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!

 

By applying, you are consenting that the information on your public profile, CV, resume, and any other information you submit to us can be saved in our database for the purpose of considering you for current and future job opportunities. You may withdraw this consent at any time by emailing CandidateInfo@fisherinvestments.co.uk. Your information will be used for the purpose of considering you for employment in accordance with our privacy policies at https://www.fishercareers.com/?site_type=INT#footer_privacy.

 

FISHER INVESTMENTS LUXEMBOURG IS AN EQUAL OPPORTUNITY EMPLOYER

 

 

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