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Swedish investment counsellor

Bray
Fisher Investments
Counsellor
Posted: 10 May
Offer description

Join Fisher Investments Luxembourg

We are seeking motivated candidates with finance backgrounds to join our team as Investment Counsellors in Sweden.

The Investment Counsellor (IC) role is focused on managing relationships with high-net-worth clients in Sweden from our office in Dublin.


Key Responsibilities:

* 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


Requirements:

* 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 Swedish and native or fluent English language skills (Proficiency in other European languages is beneficial)

* Connect with and educate a variety of audiences

* Maintain a positive personality and empathise with clients in good times and bad

* Mi FID certification, training or the equivalent

* CFA or similar education is beneficial


Benefits:

* 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.

FISHER INVESTMENTS LUXEMBOURG IS AN EQUAL OPPORTUNITY EMPLOYER

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