Fisher Investments Luxembourg is the Luxembourg based 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 over the past decade and we''re looking for motivated candidates with finance and insurance backgrounds to join our team as Investment Counsellors (brokerage division) to help us better the financial industry in France as we continue our expansion in Europe.
The Opportunity:
The Investment Counsellor (brokerage division) ("AV IC") role is focused on building long standing relationships with our clients who are invested through insurance products such as assurance vie and certain other tax wrappers ("AV clients"), ensuring they receive exceptional service. AV ICs manage high net worth AV client relationships in France from our office in Luxembourg by serving as their primary contact. You would join our team as a French AV Investment Counsellor, reporting directly to the French expansion manager.
The Day To Day:
* Build long standing relationships with our AV clients, ensuring they receive exceptional service
* Manage high net worth AV client relationships with approximately 100 150 million in assets in aggregate
* Proactively provide portfolio updates and educate AV clients on financial markets, Fisher''s market strategy and investment philosophy
* Gain advanced finance, capital markets and insurance education through our training and mentoring program
Your Qualifications:
1. 5+ years experience offering Assurance Vi