Requirements: English, French
Company: Fisher Investments
Region: Vibersviller , Grand Est
Fisher Investments Luxembourg is the Luxembourg-basedsubsidiary of Fisher Investments, a privately-held investmentmanagement firm that provides professional discretionary portfoliomanagement services for high net worth private clients and some ofthe world''s preeminent institutions. Our organisation has grownover the past decade and we''re looking for motivated candidateswith finance and insurance backgrounds to join our team asInvestment Counsellors (brokerage division) to help us better thefinancial industry in France as we continue our expansion inEurope. The Opportunity: The Investment Counsellor (brokeragedivision) ("AV IC") role is focused on building long standingrelationships with our clients who are invested through insuranceproducts such as assurance vie and certain other tax wrappers ("AVclients"), ensuring they receive exceptional service. AV ICs managehigh-net-worth AV client relationships in France from our office inLuxembourg by serving as their primary contact. You would join ourteam as a French AV Investment Counsellor, reporting directly tothe French expansion manager. The Day-To-Day: - Build long standingrelationships with our AV clients, ensuring they receiveexceptional service - Manage high-net-worth AV client relationshipswith approximately 100-150 million in assets in aggregate -Proactively provide portfolio updates and educate AV clients onfinancial markets, Fisher''s market strategy and investmentphilosophy - Gain advanced finance, capital markets and insuranceeducation through our training and mentoring program YourQualifications: - 5+ years experience offering Assurance Vieproducts to clients - Experience managing relationships of privateclients within the banking/wealth/insurance management industry -Masters Degree (ideally in Finance or Wealth Management) - A soundknowledge of financial concepts, markets, insurance concepts,current events and the French market - Fluent French and Englishlanguage skills. Proficiency in other European languages isbeneficial. - You are engaging and can connect with a wide array ofaudiences by phone and email - Maintain a positive personality andempathize with clients in good times and bad - Commitment tomaintain quality of work while sticking to a timeline Why FisherInvestments Luxembourg: The global Fisher organisationdistinguishes itself by putting clients first, providing unmatchedservice, and taking a personalised approach to investing. You canfeel confident knowing that Fisher Investments and FisherInvestments Luxembourg align with our clients priorities by usinga simple and transparent fee structure and recognised Europeancustodians. Its the people that make the Fisher purpose possible,and to help our employees meet their long-term goals, we offer anarray of benefits, including: - 100% paid premiums for our top-tiersupplemental healthcare plan (includes medical, dental, vision) foremployees and their qualified dependents - 28 days annual leavewith the ability to purchase up to 3 additional days per year, plusup to 11 paid holidays - A supplemental retirement pension planfeaturing a 4% contribution of base pay up to the social securityceiling and 12% for base pay over the ceiling, as well as a 50%match on personal contributions up to 600 annually - Up to 219.60in employer-paid monthly lunch vouchers - Gym subsidy of up to 50per month - $10,000* fertility, hormonal health and family-formingbenefit - A collaborative working environment that practisesongoing training, educational support and employee appreciationevents - This is an in-office role. Based on your role, tenure, andperformance eligibility you may have the opportunity to participatein our hybrid work from home program. This program is subject tochange. *Employees residing outside of the US will be eligible forthe $10,000 equivalent in their local currency. FISHER INVESTMENTSLUXEMBOURG IS AN EQUAL OPPORTUNITY EMPLOYER