Danish Investment Counsellor

Job Summary:

Seeking an Investment Counsellor to manage high-net-worth relationships in Denmark, providing exceptional service and educating clients on portfolio changes.

The Opportunity:

The Investment Counsellor role is focused on managing relationships with high-net-worth clients in Denmark. As a key member of our team, you will:

• Build long-standing relationships with clients, ensuring they receive exceptional service
• 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 and investment philosophy
• Gain advanced finance and capital markets education through our training program

Your Qualifications:

• 2+ years exposure to private clients within the banking/wealth management industry
• A sound knowledge of financial concepts, markets, current events, and the market
• Native Danish and native or fluent English language skills; Proficiency in other European languages is beneficial
• Ability to connect with and educate a variety of audiences
• Maintain a positive personality and empathise with clients in good times and bad
• MiFID certification, training, or the equivalent
• CFA or similar education is beneficial

Why Fisher Investments Luxembourg:

Fisher Investments Luxembourg is a subsidiary of Fisher Investments, a privately-held investment management firm. Our organisation values putting clients first, providing unmatched service, and taking a personalised approach to investing.

Benefits:

• 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
• 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 personal contributions up to €600 annually
• Up to €219.60 in employer-paid monthly lunch vouchers
• 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

Fisher Investments Luxembourg is an equal opportunity employer.