Overview The Opportunity: As part of the firm's in-house translation team, you will provide translation services to internal clients across Sales, Service, Research, Content, Marketing, Legal and Compliance, and others. This is an exciting opportunity to join a growing company and support Fisher Investments GmbH in our globalisation efforts and communications strategy. You will quickly learn about our business, industry, and writing style as you translate our educational, promotional, and service-oriented content across the markets we operate in. You will be paired up with countries or markets that match your linguistic background and serve as the primary language expert for internal clients across the firm, while playing an important role in our ability to fulfil translation needs. You will report directly to the in-house translation team leader. The Day-to-Day: Be the primary language expert for internal clients and help facilitate all translation-related requests Develop tone and language style guides for each market you service Develop and maintain terminology bases for your target language Showcase excellent written and verbal communication skills to localise multiple content types such as financial, marketing, legal and educational materials Translate Fisher Investments GmbH’s content from English into German while upholding the house tone of voice Be a reviewer for specialised materials by editing translated material produced by in-house colleagues and external translation vendors Excel in quality management and proofreading Translate capital markets related content such as educational brochures, articles, marketing ads, websites and presentations from English into German Ad-hoc projects as directed by management Your Qualifications: German native speaker; fluency in English is required Degree in Translation, Linguistics, Communications, or other professional certification related to translation or localisation 2+ years of experience in translation, editing, or content production Experience in the field of finance and capital markets is advantageous Knowledge of CAT tools, TMS technology, and translation practices is beneficial Experience editing for clarity, grammar, spelling, consistency and accuracy with few revisions needed Manage complexity and coordinate across several departments under strict timelines Client focus with desire to support our global growth 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 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 Ireland 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 Spain 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 Spain from our office in Dublin. Your ability to understand our clients' needs and educate them on the reasoning behind portfolio changes 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 Spanish 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 A Bachelor's Degree, Master Degree or CFA is beneficial IMC or CISI level 4 is beneficial 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 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 It's an exciting time to be a member of the Fisher Investments Technology Department. We're investing in the future of our firm's technology and are building our team to achieve global growth. We are looking for a Technical Business Analyst to support our Cloud Platform team. If you are looking for an opportunity to make an impact as we develop scalable and strategic solutions to support our global growth, we want to hear from you! The Opportunity: As a Technical Business Analyst, you will be reporting to the PMG Technology Production Support Team Lead to provide business/product support for investment operations. You will work with Portfolio Accounting, Custodian Data Reconciliation, Portfolio Implementation, Portfolio Engineering and Security Operations teams for daily operations. You will be responsible for understanding the business requirements, identifying process improvements, and designing and implementing solutions. You will have a unique opportunity to contribute to our product development. The Day-to-Day: Collaborate closely with all Portfolio Management group which includes Portfolio Accounting, Portfolio Analytics, Security operations, Portfolio Implementation, Portfolio engineering, Traders and Trading operations Teams to ensure system is performing as expected Monitor production platforms for start of day readiness and general system health Effectively foster dialogue and communication between internal business customers, Technology Teams, and our application vendors Provide operational and incident support for your assigned applications and modules Perform root cause analysis on production incidents and propose solutions to prevent recurrence Define user stories and acceptance criteria based on business requirements Define business, functional and technical systems requirements accompanied with solution detail, diagrams Participate in the software development lifecycle Identify ways to streamline processes by recommending items for automation, re-structuring, or elimination Provide business recommendations based on critical analysis Maintain a high-level of accuracy while managing multiple requests with varying complexities and due dates Your Qualifications: 5+ years of experience working as a Business Analyst or as a Product Manager supporting business critical applications as part of a Wealth or Investment Management Technology team Hands-on experience in Portfolio management platforms (Portfolio Accounting, Order Generation, Performance and reporting, Market Security) Working knowledge of Portfolio management concepts (Positions, Trades, Securities) Showcase proactive ownership mindset Ability to analyze various situations and develop creative solutions Bachelor's degree or equivalent combination of education and experience required 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 The Opportunity: As part of the firm's in-house translation team, you will provide translation services to internal clients across Sales, Service, Research, Content, Marketing, Legal and Compliance, and others. This is an exciting opportunity to join a growing company and support Fisher Investments in our globalisation efforts and communications strategy. You will quickly learn about our business, industry, and writing style as you translate our educational, promotional, and service-oriented content across the markets we operate in. You will be paired up with countries or markets that match your linguistic background and serve as the primary language expert for internal clients across the firm, while playing an important role in our ability to fulfil translation needs. You will report directly to the in-house translation team leader. The Day-to-Day: Be the primary language expert for internal clients and help facilitate all translation-related requests Develop tone and language style guides for each market you service Develop and maintain terminology bases for your target language Showcase excellent written and verbal communication skills to localise multiple content types such as financial, marketing, legal and educational materials Be a reviewer for specialised materials by editing translated material produced by in-house colleagues and external translation vendors Excel in quality management and proofreading Translate capital markets related content such as educational brochures, articles, marketing ads, websites and presentations from English into Spanish Ad-hoc projects as directed by management Your Qualifications: Spanish native speaker; fluency in English is required Degree in Translation, Linguistics, Communications, or other professional certification related to translation or localisation 2+ years of experience in translation, editing, or content production Experience in the field of finance and capital markets is advantageous Knowledge of CAT tools, TMS technology, and translation practices is beneficial Experience editing for clarity, grammar, spelling, consistency and accuracy with few revisions needed Manage complexity and coordinate across several departments under strict timelines Client focus with desire to support our global growth 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 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
