Overview The Opportunity: The Private Client Advice (PCA) group evaluates client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations. The group provides regulated financial planning advice on the suitability of pension switches/transfers, bond surrenders, investment taxation, Inheritance Tax Planning and Lifetime Allowance Planning. As a Spanish PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellor’s in providing regulated and suitable advice to prospective and existing clients of Fisher Investments Ireland. You will learn to use data and insights to guide your recommendations. You will report to your Team Leader who will aid in your professional development and job training. The Day-to-Day: Prepare and format written proposals by collecting client information, using information from third-party vendors, and conducting analysis based on the existing assets, and running portfolio simulations Complete tax wrapper analyses for bond surrenders, collect necessary information from pension and investment bond providers, and prepare transfer/surrender paperwork Partner with other internal groups to ensure smooth transition of cases Work on ad hoc group projects to help increase efficiency Use MS Access, Word, Excel (perform complex functions) and Adobe to customise proposals and produce detailed reports Your Qualifications: A University degree or equivalent combination of education/experience Fluent Written and Verbal language proficiency in: Spanish Experience with financial planning and investment principles or industry exams preferable Produce quality work within a target timeline Eager to work in an energetic, collaborative environment to support high-volume output Why Fisher Investments Ireland: 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 Ireland 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 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. 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 IRELAND IS AN EQUAL OPPORTUNITY EMPLOYER #J-18808-Ljbffr
Overview Overview: Imagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. As a Belgian Account Executive, you pick up the phone and engage with high-net-worth individuals who have expressed interest in Fisher Investment Europe’s materials. Using sales techniques, you’ll determine the investors' goals, educate them on our services, and set a meeting with our outside sales team. The Opportunity: The Account Executive position is both a rewarding and engaging role. Surrounded by professionals and mentors, you will grow your sales skills, build relationships within the firm, and control your career path. With a salary plus uncapped-commission pay structure, you have the comfort of some guaranteed income with the possibility that accompanies uncapped, performance-based commission. Simply put: The harder you work, the more you earn. The Day-to-Day: Communicate Fisher’s value proposition to high-net worth investors to arrange meetings with regional sales partners. Control your career trajectory and increase firm growth while bettering the financial well-being of potential clients. Work in a vibrant atmosphere with like-minded peers and be rewarded through competing in a meritocracy. Our marketing team will provide you with warm leads, which means no cold calling! Your Qualifications: Speak Dutch and English at a native or bilingual level. Experience selling and/or passionate about a career in sales. Drive results: You have experienced personal and professional success. Instill Trust: You understand how to earn the trust of others and look out for others’ best interests. Communication: You are engaging and can connect with a wide array of audiences. Persuade: You use compelling arguments to gain the support and commitment of others. Committed: You meet challenges head-on. You learn from your setbacks and work towards improvement. Why Fisher Investments Ireland: 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 Ireland 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 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. *Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS IRELAND IS AN EQUAL OPPORTUNITY EMPLOYER #J-18808-Ljbffr
Overview Overview: Imagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. As a Swedish Account Executive, you pick up the phone and engage with high-net-worth individuals who have expressed interest in Fisher Investment Europe’s materials. Using sales techniques, you’ll determine the investors' goals, educate them on our services, and set a meeting with our outside sales team. The Opportunity: The Account Executive position is both a rewarding and engaging role. Surrounded by professionals and mentors, you will grow your sales skills, build relationships within the firm, and control your career path. With a salary plus uncapped-commission pay structure, you have the comfort of some guaranteed income with the possibility that accompanies uncapped, performance-based commission. Simply put: The harder you work, the more you earn. The Day-to-Day: Communicate Fisher’s value proposition to high-net worth investors to arrange meetings with regional sales partners Control your career trajectory and increase firm growth while bettering the financial well-being of potential clients Work in a vibrant atmosphere with like-minded peers and be rewarded through competing in a meritocracy Our marketing team will provide you with warm leads, which means no cold calling! Your Qualifications: Speak Swedish and English at a native or bilingual level Experience selling and/or passionate about a career in sales Drive results: You have experienced personal and professional success Instill Trust: You understand how to earn the trust of others, and look out for others’ best interests Communication: You are engaging and can connect with a wide array of audiences Persuade: You use compelling arguments to gain the support and commitment of others Committed: You meet challenges head-on. You learn from your setbacks and work towards improvement Why Fisher Investments Ireland: 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 Ireland 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 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 *Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS IRELAND IS AN EQUAL OPPORTUNITY EMPLOYER #J-18808-Ljbffr
Overview Are you interested in working for a world Class 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 Ireland is a 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 organization has grown significantly over the past decade and we are searching for motivated candidates with finance backgrounds to join our team as Investment Counsellors to help us better the financial industry in Ireland 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 Ireland. Your ability to understand our clients' needs and educate them on the reasoning behind the portfolio changes will be crucial to maintaining long-lasting relationships. You will report to your Team Manager who will aid in your professional development. The Day-To-Day: 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 Your Qualifications: 2+ years exposure to private clients within the banking/wealth management industry QFA or working towards QFA preferred A sound knowledge of financial concepts, markets, current events and the market you will service your clients in The ability to connect with and educate a variety of audiences Able to maintain positivity and empathise with clients in good times and bad Why Fisher Investments Ireland: 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 Ireland 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 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. 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 IRELAND IS AN EQUAL OPPORTUNITY EMPLOYER #J-18808-Ljbffr
Overview Overview: Imagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. As a Dutch Account Executive, you pick up the phone and engage with high-net-worth individuals who have expressed interest in Fisher Investment Europe’s materials. Using sales techniques, you’ll determine the investors' goals, educate them on our services, and set a meeting with our outside sales team. The Opportunity: The Account Executive position is both a rewarding and engaging role. Surrounded by professionals and mentors, you will grow your sales skills, build relationships within the firm, and control your career path. With a salary plus uncapped-commission pay structure, you have the comfort of some guaranteed income with the possibility that accompanies uncapped, performance-based commission. Simply put: The harder you work, the more you earn. The Day-to-Day: Communicate Fisher’s value proposition to high-net worth investors to arrange meetings with regional sales partners. Control your career trajectory and increase firm growth while bettering the financial well-being of potential clients. Work in a vibrant atmosphere with like-minded peers and be rewarded through competing in a meritocracy. Our marketing team will provide you with warm leads, which means no cold calling! Your Qualifications: Speak Dutch and English at a native or bilingual level. Experience selling and/or passionate about a career in sales. Drive results: You have experienced personal and professional success. Instill Trust: You understand how to earn the trust of others and look out for others’ best interests. Communication: You are engaging and can connect with a wide array of audiences. Persuade: You use compelling arguments to gain the support and commitment of others. Committed: You meet challenges head-on. You learn from your setbacks and work towards improvement. Why Fisher Investments Ireland: 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 Ireland 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 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. *Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS IRELAND IS AN EQUAL OPPORTUNITY EMPLOYER #J-18808-Ljbffr
Overview Overview: Imagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. As a Danish Account Executive, you pick up the phone and engage with high-net-worth individuals who have expressed interest in Fisher Investment Europe’s materials. Using sales techniques, you’ll determine the investors' goals, educate them on our services, and set a meeting with our outside sales team. The Opportunity: The Account Executive position is both a rewarding and engaging role. Surrounded by professionals and mentors, you will grow your sales skills, build relationships within the firm, and control your career path. With a salary plus uncapped-commission pay structure, you have the comfort of some guaranteed income with the possibility that accompanies uncapped, performance-based commission. Simply put: The harder you work, the more you earn. The Day-to-Day: Communicate Fisher’s value proposition to high-net worth investors to arrange meetings with regional sales partners Control your career trajectory and increase firm growth while bettering the financial well-being of potential clients Work in a vibrant atmosphere with like-minded peers and be rewarded through competing in a meritocracy Our marketing team will provide you with warm leads, which means no cold calling! Your Qualifications: Speak Danish and English at a native or bilingual level Experience selling and/or passionate about a career in sales Drive results: You have experienced personal and professional success Instill Trust: You understand how to earn the trust of others, and look out for others’ best interests Communication: You are engaging and can connect with a wide array of audiences Persuade: You use compelling arguments to gain the support and commitment of others Committed: You meet challenges head-on. You learn from your setbacks and work towards improvement Why Fisher Investments Ireland: 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 Ireland 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 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 *Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS IRELAND IS AN EQUAL OPPORTUNITY EMPLOYER #J-18808-Ljbffr
Overview The Opportunity: As a Regional Sales Manager with Fisher Investments Ireland, you will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for our firm. This position is highly entrepreneurial and involves extensive calling (although no cold-calling) and direct consultative selling to close business. You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships, allowing you to focus purely on selling. You will report to a company director. Your Qualifications: Consistent and quantifiable individual sales success with stock market investors 5+ years of success selling to high net worth individuals Quantifiable track record in closing new investor business Motivated mindset to set and reach goals: "money is a measure of success" Calculated risk-taker; willing to win-some, lose some Proven closer; outstanding documented sales ability Optimistic outlook; see failures as opportunities to improve and find solutions High activity orientation and persistent through setbacks Ability to connect with a wide array of audiences through dynamic interpersonal skills Highly ethical and professional Why Fisher Investments Ireland: 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 Ireland 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 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 *Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS IRELAND IS AN EQUAL OPPORTUNITY EMPLOYER #J-18808-Ljbffr
Overview 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 – Dublin Branch 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 Belgium 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 Belgium from our office in Dublin. Your ability to understand our clients' needs and educate them on the reasoning behind portfolio changes will be 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: 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 Your Qualifications: 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/Fluent French and English skills, Flemish & Dutch is also highly beneficial Connect with and educate a variety of audiences Maintain a positive personality and empathise with clients in good times and bad MiFID certification, training or the equivalent CFA or similar education is beneficial Your Benefits: 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 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. 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 #J-18808-Ljbffr
Overview 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 – Dublin Branch 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 The Netherlands 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 The Netherlands from our office in Dublin. Your ability to understand our clients' needs and educate them on the reasoning behind portfolio changes will be 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: 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 Your Qualifications: 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 Dutch 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 MiFID certification, training or the equivalent CFA or similar education is beneficial Your Benefits: 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 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. 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 #J-18808-Ljbffr
Overview 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 – Dublin Branch 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 Sweden 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 Sweden from our office in Dublin. You'll understand our clients' needs and educate them on the reasoning behind portfolio changes. This is crucial to your success in this role in maintaining long-lasting relationships. You will report to your Team Manager who will aid in your professional development. The Day-to-Day: 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 Qualifications: 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 MiFID certification, training or the equivalent CFA or similar education is beneficial Your Benefits: 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 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. 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 #J-18808-Ljbffr
