Financial Markets Specialist
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We are seeking a highly skilled Financial Markets Specialist to join our team in Sweden. This is an exciting opportunity for someone who wants to build a career advising clients on financial markets and investments.
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Fisher Investments Luxembourg – Dublin Branch provides professional discretionary portfolio management services for high net worth private clients and 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.
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The role of Financial Markets Specialist is focused on managing relationships with high-net-worth clients in Sweden from our office in Dublin. You will understand our clients' needs and educate them on the reasoning behind portfolio changes. This is crucial to your success in this role in maintaining long-lasting relationships.
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Key Responsibilities:
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1. Build long standing relationships with our clients, ensuring they always receive exceptional service
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2. Manage a book of high-net-worth relationships with approximately €100-150 million in assets
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3. Be the conduit between our clients, our Investment Policy Committee, our research and trading departments, and several service teams
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4. Proactively update clients on portfolio changes, financial markets, our current market strategy and investment philosophy
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5. Gain advanced finance and capital markets education through our training program
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