Talent.com
Cette offre d'emploi n'est pas disponible dans votre pays.
French Investment Counsellor

French Investment Counsellor

Fisher InvestmentsLuxembourg City, LU
Il y a plus de 30 jours
Description de poste

Overview

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 :

  • 5+ years’ experience offering Assurance Vie products to clients
  • Experience managing relationships of private clients within the banking / wealth / insurance management industry
  • Master’s Degree (ideally in Finance or Wealth Management)
  • A sound knowledge of financial concepts, markets, insurance concepts, current events and the French market
  • Fluent French and English language skills. Proficiency in other European languages is beneficial.
  • You are engaging and can connect with a wide array of audiences by phone and email
  • Maintain a positive personality and empathize with clients in good times and bad
  • Commitment to maintain quality of work while sticking to a timeline
  • Why Fisher Investments Luxembourg :

    The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that Fisher Investments and Fisher Investments Luxembourg align with our clients’ priorities by using a simple and transparent fee structure and recognised European custodians.

    It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including :

  • 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) 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
  • A supplemental retirement pension plan featuring a 4% contribution of base pay up to the social security ceiling and 12% for base pay over the ceiling, as well as a 50% match on personal contributions up to €600 annually
  • Up to €219.60 in employer-paid monthly lunch vouchers
  • Gym subsidy of up to €50 per month
  • 10,000
  • fertility, hormonal health and family-forming benefit
  • A collaborative working environment that practises 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. This program is subject to change.
  • Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
  • FISHER INVESTMENTS LUXEMBOURG IS AN EQUAL OPPORTUNITY EMPLOYER

    Créer une alerte emploi pour cette recherche

    Investment • Luxembourg City, LU

    Emplois reliés
    Associate, French Speaking, Mid-Market Private Equity, Luxembourg City, Luxembourg

    Associate, French Speaking, Mid-Market Private Equity, Luxembourg City, Luxembourg

    PER, Private Equity RecruitmentLuxembourg
    Associate, French Speaking, Mid-Market Private Equity, Luxembourg City, Luxembourg.When you click apply, you will be redirected to thepany’s website. Please ensure you havepleted thepany’s applicati...Voir plusDernière mise à jour : il y a 10 jours
    Requirement Engineer

    Requirement Engineer

    Avance ConsultingLuxembourg
    We’re looking for an IT requirements engineer for a big migration and integration initiative.IT solutions and assist in implementing. Business analysis methodologies.Investment restrictions controls...Voir plusDernière mise à jour : il y a 4 jours
    • Offre sponsorisée
    Investment Fund Lawyer - Healthy Management

    Investment Fund Lawyer - Healthy Management

    AbiomisLuxembourg City, Luxembourg
    Investment Fund Lawyer – Healthy Management.Dear Investment Funds Lawyers, if you are seeking a new opportunity in a dynamic and supportive environment, we are pleased to present a position within ...Voir plusDernière mise à jour : il y a plus de 30 jours
    Investment Management Oversight Officer

    Investment Management Oversight Officer

    PictetLuxembourg,Luxembourg
    Founded in 1805 and headquartered in Geneva, Switzerland, the Group is represented at 30 offices in financial centres worldwide, and currently employs over 5200 people. Pictet has been present since...Voir plusDernière mise à jour : il y a 17 jours
    Compliance Officer RC

    Compliance Officer RC

    Selby JenningsLuxembourg
    Ensure the organization and its managed funds operate in line with all relevant legal and regulatory frameworks.Overseepliance with reporting duties and regulatory standards, including those under ...Voir plusDernière mise à jour : il y a 15 jours
    Private Markets Investor Relations H / F

    Private Markets Investor Relations H / F

    Indosuez Wealth ManagementLUXEMBOURG
    The Asset Management Business Line of Indosuez Wealth Management is in charge of promoting to Professional and non-Professional Investors private equity and mutual funds opportunities, as well as d...Voir plusDernière mise à jour : il y a 1 jour
    Associate Director Investment Risk

    Associate Director Investment Risk

    369 FIL Holdings (Luxembourg) S.A.Luxembourg
    Job Type : PermanentApplication Deadline : 31 July 2025.Associate Director Investment Risk,.We’re proud to have been helping our clients build better financial futures for over 50 years.How have we a...Voir plusDernière mise à jour : il y a 17 jours
    Experienced Lawyer - Funds

    Experienced Lawyer - Funds

    Loyens & LoeffLuxembourg
    Loyens & Loeff is an international top Tier full-service law and tax firm.Our Luxembourg office is led by 27 experienced partners and forms part of the Loyens & Loeff network, which counts more tha...Voir plusDernière mise à jour : il y a 18 jours
    LUX - Junior Investment Funds Lawyer

    LUX - Junior Investment Funds Lawyer

    Clifford ChanceLuxembourg
    Assisting in structuring and documenting regulated funds from pre-launch to post-closing.Supporting service providers and helping to develop relationships with them. Providing advice on distribution...Voir plusDernière mise à jour : il y a plus de 30 jours
    Senior Customer Support - Investment Platform

    Senior Customer Support - Investment Platform

    Céline BartholoméRegion-of-Luxembourg, LU
    As a Senior Customer Support - Investment Platform, your responsibilities are : .Assist with onboarding new clients.Promote the company's investment products and services.Collaborate with other dep...Voir plusDernière mise à jour : il y a plus de 30 jours
    SENIOR RISK MANAGER (Asset Management Leader) | Luxembourg City

    SENIOR RISK MANAGER (Asset Management Leader) | Luxembourg City

    James WoodmanLuxembourg, Luxembourg , Luxembourg
    The following will be asked of you on the job : .You will oversee the Risk valuation of portfolios.You manage the compliance of all investment procedures on all Risk degrees.You deliver accurate repo...Voir plusDernière mise à jour : il y a plus de 30 jours
    • Offre sponsorisée
    Mid-Level Funds Lawyer | Offshore Law Firm

    Mid-Level Funds Lawyer | Offshore Law Firm

    Austin BrightLuxembourg (Canton), Luxembourg, Luxembourg
    If you are a lawyer specializing in investment funds and seeking a rewarding new opportunity within an offshore law firm based in Luxembourg, this announcement is for you! Our client specializes in...Voir plusDernière mise à jour : il y a 25 jours
    LAWYER FUNDS- INVESTMENT FUNDS (M / F)

    LAWYER FUNDS- INVESTMENT FUNDS (M / F)

    DO Recruitment AdvisorsLuxembourg
    LAWYER INVESTMENT MANAGEMENT PRACTICE (M / F).Our client is seeking a qualified Investment Funds Lawyer to join their investment management practice, which has extensive fund structuring expertise in...Voir plusDernière mise à jour : il y a 17 jours
    Associate : Investment Funds

    Associate : Investment Funds

    White & CaseLuxembourg-Luxembourg
    White & Case is an elite global law firm serving leading companies, financial institutions, and governments worldwide.Our long history as an international firm means we are perfectly placed to help...Voir plusDernière mise à jour : il y a 17 jours
    AML Manager

    AML Manager

    Gentis RecruitmentLuxembourg
    Our client, an international investment bank, is looking for an AML Manager.Managing a team of 5-10 AML Analysts.Ensuring the team adheres to guidelines, company policies and procedures.Assiting th...Voir plusDernière mise à jour : il y a plus de 30 jours
    • Offre sponsorisée
    Junior Lawyer - Alternative Investment Funds

    Junior Lawyer - Alternative Investment Funds

    Arendt Regulatory & ConsultingLuxemburg, Luxemburg (Canton), Luxembourg
    Arendt & Medernach is the leading independent business law firm in Luxembourg with over 800 professionals.The firm's international team of more than 450 legal experts represents Luxembourg and fore...Voir plusDernière mise à jour : il y a 9 jours
    Portfoliomanager (Luxembourg)

    Portfoliomanager (Luxembourg)

    Lexius SearchLuxembourg
    As Portfolio Manager you will be responsible for a wide range of activities.Assess new investment proposals and monitor existing portfolio of assets (Private. Equity, Venture Capital, Debt, Real Est...Voir plusDernière mise à jour : il y a plus de 30 jours
    • Offre sponsorisée
    Associate Portfolio Manager (M / F)

    Associate Portfolio Manager (M / F)

    Banque Internationale à Luxembourg (BIL)Luxembourg (Canton), Luxembourg, Luxembourg
    BIL Manage Invest (BMI) is a market-leading independent management company domiciled in Luxembourg, providing a one-stop regulatory solution for global investment managers.Staffed by highly experie...Voir plusDernière mise à jour : il y a 19 jours