Investment Advisory Role Foster meaningful relationships with high-net-worth clients and provide expert guidance on financial markets and investments.
As an Investment Counsellor, you will work closely with clients to understand their needs and goals, and develop tailored investment strategies to help them achieve financial success.
About the Opportunity This is a dynamic role that requires strong communication and interpersonal skills, as well as a deep understanding of financial concepts and markets.
You will be responsible for building long-standing relationships with clients, managing a book of high-net-worth relationships, and providing proactive updates on portfolio changes and market trends.
Key Responsibilities Buiding long-standing relationships with high-net-worth clients Managing a book of high-net-worth relationships with approximately €100-150 million in assets Providing proactive updates on portfolio changes and market trends Requirements To be successful in this role, you will need:
2+ years exposure to private clients within the banking/wealth management industry A sound knowledge of financial concepts, markets, and current events Native/Fluent French and English skills, with Flemish and Dutch being highly beneficial Strong communication and interpersonal skills Benefits We offer a comprehensive benefits package, including:
100% paid premiums for top-tier supplemental healthcare and dental plans 28 days annual leave, with the ability to purchase up to 3 additional days per year Enhanced maternity pay package $10,000* fertility benefit A retirement pension plan featuring a 9% company pension contribution *Employees residing outside of the US will receive the equivalent amount in local currency.
About Us We are a global organization that prioritizes our clients' needs and provides unmatched service.
We take a personalized approach to investing and use a simple and transparent fee structure recognized across Europe.