Finance Consultant

Vor 3 Tagen


Trier, Deutschland Fisher Investments Vollzeit 10.000 €

Job Description 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 over the past decade and we're looking for 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.
AV ICs manage high-net-worth AV client relationships in France from our office in Luxembourg by serving as their primary contact. You would join our team as a French AV Investment Counsellor, reporting directly to the French expansion manager.
 
Manage high-net-worth AV client relationships with approximately €100-150 million in assets in aggregate
Gain advanced finance, capital markets and insurance education through our training and mentoring program
Experience managing relationships of private clients within the banking/wealth/insurance management industry
~ Master’s Degree (ideally in Finance or Wealth Management)
~ A sound knowledge of financial concepts, markets, insurance concepts, current events and the French market
~ Fluent French and English language skills. The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. It’s the people that make the Fisher purpose possible, and to help our employees meet their 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 their qualified dependents
~28 days annual leave with the ability to purchase up to 3 additional days per year, plus up to 11 paid holidays
~ Gym subsidy of up to €50 per month
~$10,000* fertility, hormonal health and family-forming benefit
~ A collaborative working environment that practises ongoing training, educational support and employee appreciation events
~ Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program.


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