Added: 2025-05-28 14:40.00
Updated: 2025-05-30 03:12.51

[3 Jours Restant] Financial Consultant...

Valleroy , Grand Est, France

Type: n/a

Category: Finance & Accounting

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Requirements: English
Company: Fisher Investments
Region: Valleroy , Grand Est

Are you interested in working for an outstandingglobal investment firm and looking to take the next step in yourcareer in Finance? Want to become an expert in and build a careeradvising clients on financial markets and investments? Want tofocus on forging strong client relationships and providingexceptional client service? Fisher Investments Luxembourg is aEuropean subsidiary of Fisher Investments, a privately-heldinvestment management firm that provides professional discretionaryportfolio management services for high net worth private clientsand some of the world''s preeminent institutions. Our organisationhas grown significantly over the past decade and we are looking formotivated candidates with finance backgrounds to join our team asInvestment Counsellors to help us better the financial industry inNorway as we continue our expansion in Europe. The Opportunity: TheInvestment Counsellor (IC) role is focused on managingrelationships with high-net-worth clients in Norway from our officein Luxembourg. Your ability to understand our clients'' needs andeducate them on the reasoning behind portfolio changes is crucialto your success in this role. You will report to your Team Managerwho will aid in your professional development. The Day-to-Day: -Build long standing relationships with our clients, ensuring theyalways receive exceptional service - Manage a book ofhigh-net-worth relationships with approximately 100-150 million inassets - Be the conduit between our clients, our Investment PolicyCommittee, our research and trading departments, and severalservice teams - Proactively update clients on portfolio changes,financial markets, our current market strategy and investmentphilosophy - Gain advanced finance and capital markets educationthrough our training program Qualifications: - 2+ years exposure toprivate clients within the banking/wealth management industry - Asound knowledge of financial concepts, markets, current events andthe market - Native Norwegian and native or fluent English languageskills; Proficiency in other European languages is beneficial -Connect with and educate a variety of audiences - Maintain apositive personality and empathise with clients in good times andbad - MiFID certification, training or the equivalent - CFA orsimilar education is beneficial Why Fisher Investments Luxembourg:The global Fisher organisation distinguishes itself by puttingclients first, providing unmatched service, and taking apersonalised approach to investing. You can feel confident knowingthat Fisher Investments and Fisher Investments Luxembourg alignwith our clients priorities by using a simple and transparent feestructure and recognised European custodians. Its the people thatmake the Fisher purpose possible, and to help our employees meettheir long-term goals, we offer an array of benefits, including: -100% paid premiums for our top-tier supplemental healthcare plan(includes medical, dental, vision) for employees and theirqualified dependents - 28 days annual leave with the ability topurchase up to 3 additional days per year, plus up to 11 paidholidays - A supplemental retirement pension plan featuring a 4%contribution of base pay up to the social security ceiling and 12%for base pay over the ceiling, as well as a 50% match on personalcontributions up to 600 annually - Up to 219.60 in employer-paidmonthly lunch vouchers - Gym subsidy of up to 50 per month -$10,000* fertility, hormonal health and family-forming benefit - Acollaborative working environment that practises ongoing training,educational support and employee appreciation events - This is anin-office role. Based on your role, tenure, and performanceeligibility you may have the opportunity to participate in ourhybrid work from home program. This program is subject to change.*Employees residing outside of the US will be eligible for the$10,000 equivalent in their local currency. FISHER INVESTMENTSLUXEMBOURG IS AN EQUAL OPPORTUNITY EMPLOYER
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