Are you interested in working for an outstanding global investment firm and looking to take the 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?
Fisher Investments Luxembourg 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 Norway as we continue our expansion in Europe.
The Opportunity:
The Investment Counsellor (IC) role is focused on managing relationships with high net worth clients in Norway from our office in Luxembourg. Your ability to understand our clients'' needs and educate them on the reasoning behind portfolio changes is crucial to your success in this role. You will report to your Team Manager who will aid in your professional development.
The Day to Day:
1. Build long standing relationships with our clients, ensuring they always receive exceptional service
2. Manage a book of high net worth relationships with approximately 100 150 million in assets
3. Be the conduit between our clients, our Investment Policy Committee, our research and trading departments, and several service teams
4. Proactively update clients on portfolio changes, financial markets, our current market strategy and investment philosophy
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