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Overview
Are you interested in working for an outstanding global investment firm and looking to take 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?
Opportunity
Fisher Investments Luxembourg – Dublin Branch is a 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 looking for motivated candidates with finance backgrounds to join our team as Investment Counsellors to help us better the financial industry in Belgium as we continue our expansion in Europe.
Day‑to‑Day
Build long standing relationships with our clients, ensuring they always receive exceptional service
Manage a book of high-net-worth relationships with approximately €100‑150 million in assets
Be the conduit between our clients, our Investment Policy Committee, our research and trading departments, and several service teams
Proactively update clients on portfolio changes, financial markets, our current market strategy and investment philosophy
Gain advanced finance and capital markets education through our training program
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/Fluent French and English skills, Flemish & Dutch is also highly beneficial
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
Benefits
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that Fisher Investments and Fisher Investments Luxembourg align with our clients’ priorities by using a simple and transparent fee structure and recognised European custodians.
100% paid premiums for our top-tier supplemental healthcare and dental plans 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
Enhanced maternity pay package with 26 weeks’ top up to full base pay for eligible employees
$10,000 fertility, hormonal health and family‑forming benefit
A retirement pension plan, featuring a 9% company pension contribution of your base pay and an additional company match of up to 5% of base pay
Monthly gym subsidy of up to €50 per month
Employee Assistance Program and other emotional wellbeing services
A collaborative working environment that practices ongoing training, educational support and employee appreciation events
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work-from-home program. This program is subject to change.
Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency
FISHER INVESTMENTS LUXEMBOURG IS AN EQUAL OPPORTUNITY EMPLOYER
Job Details
Seniority level: Entry level
Employment type: Full-time
Job function: Finance and Sales
Referrals increase your chances of interviewing at Fisher Investments by 2x.
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