Investment Counsellor Role
Fisher Investments Luxembourg is seeking a highly motivated Investment Counsellor to join our team in The Netherlands. As an Investment Counsellor, you will be responsible for managing relationships with high-net-worth clients, understanding their needs, and educating them on portfolio changes.
Key Responsibilities:
- Build and maintain long-lasting relationships with clients
- Manage a book of high-net-worth relationships with approximately €100-150 million in assets
- Act as a conduit between clients, our Investment Policy Committee, research and trading departments, and service teams
- Proactively update clients on portfolio changes, financial markets, and our current market strategy
- Gain advanced finance and capital markets education through our training program
Requirements:
- 2+ years of experience in private banking or wealth management
- Sound knowledge of financial concepts, markets, and current events
- Native Dutch and native or fluent English language skills
- Ability to connect with and educate various audiences
- MiFID certification or equivalent
- CFA or similar education is beneficial
Why Fisher Investments Luxembourg?
Fisher Investments Luxembourg is a global investment management firm that prioritizes client satisfaction and provides unmatched service. We offer a collaborative working environment, ongoing training, and employee appreciation events. Our benefits package includes 100% paid premiums for our top-tier supplemental healthcare plan, 28 days annual leave, and a supplemental retirement pension plan.