Swedish Investment Counselor for Fisher Investments office in Luxembourg
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? Want to focus on forging strong client relationships and providing exceptional client service?
Fisher Investments Europe is the European 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 backgrounds to join our team as Investment Counselors at in Fisher Investments office in Luxembourg to help us better the financial industry in Sweden as we continue our expansion in Europe.
The Opportunity:
The Investment Counselors (IC) role is focused on building long standing relationships with our clients, ensuring they receive the highest level of service at all times. ICs manage high-net-worth relationships in Sweden from our office in Luxembourg by serving as their primary point of contact and typically manage a client book with approximately €100-150 million in assets. The ability to communicate clearly, listen, understand client needs and educate the client on the reasoning behind the portfolio changes is crucial to maintaining long-lasting relationships. Candidates need to demonstrate they have the ability to build trust with our clients, which is done on a foundation of financial, social and organisational skills. To summarise, ICs have the following responsibilities and qualifications;
The Day-To-Day:
- Building long standing relationships with our clients, ensuring they receive the highest level of service at all times;
- Manage a book of high-net-worth relationships with approximately €100-150 million in assets;
- Act as the conduit between the client, research, the Investment Policy Committee, trading and various other departments;
- Proactively communicate portfolio updates and educate clients on financial markets, our current market strategy and investment philosophy;
- Gain advanced finance and capital markets education through our training and mentoring program.
No cold calling. You will be assigned a portfolio of Swedish clients.
Your Qualifications:
- Proven track record of 2 to 5 years exposure to private clients within the banking /wealth management industry or within pension consultancy;
- Bachelor or Master Degree strongly preferred;
- CFA or working towards CFA preferred;
- IMC or CISI level 4 preferred;
- A sound knowledge of financial concepts, markets, current events and the market you will be servicing your clients in;
- Native Swedish and native or fluent English language skills. Proficiency in other European languages is beneficial but not required;
- The ability to listen and empathise 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 organizational skills.
Why Fisher Investments Luxembourg:
Fisher Investments Luxembourg offers portfolio management tailored to clients’ long-term goals. Client assets are held at recognised European custodians and managed by Fisher Investments in the United States. Fisher Investments and Fisher Investments Luxembourg use a simple and transparent fee structure that aligns our interests with our clients’ priorities. 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;
- Lucrative salary and pension
- 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;
- Moving assistance for relocaction to Luxembourg
- 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!
Contact
If you have any questions or would like to hear more about the position, please do not hesitate to contact me.
Please email your CV in English (or Swedish), and any other information you may find relevant, as soon as possible to:
Henrik Lautrup
Headhunter & Partner
Mobile +45 26 48 12 65 (Denmark)
E-mail: [email protected]
Or apply though our webpage:
https://expuri.com/ledige-stillinger/
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.
FISHER INVESTMENTS LUXEMBOURG IS AN EQUAL OPPORTUNITY EMPLOYER