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Senior financial consultant

Dublin
beBeeInvestment
Financial consultant
Posted: 2 July
Offer description

Job Description:

We are seeking a skilled Financial Advisor to join our team in Denmark. As a key member of our organization, you will be responsible for managing relationships with high-net-worth clients and providing exceptional client service.

Your primary focus will be on building long-standing relationships with our clients, ensuring they receive outstanding service and support. You will also be the conduit between our clients, our investment committee, research and trading departments, and various service teams.

In this role, you will proactively update clients on portfolio changes, financial markets, our current market strategy, and investment philosophy. You will also have the opportunity to gain advanced finance and capital markets education through our training program.


Requirements:

* A minimum of 2 years' experience working with private clients in the banking or 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.
* The ability to connect with and educate a variety of audiences.
* Maintain a positive personality and empathize with clients in good times and bad.
* MiFID certification, training, or the equivalent.
* CFA or similar education is beneficial.


Benefits:

As a valued member of our team, you can expect a range of benefits that support your personal and professional growth. These include:

* 100% paid premiums for 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 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.


About Us:

Fisher Investments Luxembourg is committed to providing unmatched service and taking a personalized approach to investing. Our organization aligns with our clients' priorities by using a simple and transparent fee structure and recognized European custodians.

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