Norwegian Investment Counsellor

Fisher Investments; Trier; Vor Ort; EUR 60.000 - 80.000; Vollzeit

Zusammenfassung

A leading investment firm is seeking an Investment Counsellor in Trier, Germany. This role focuses on cultivating strong relationships with high-net-worth clients while providing exceptional service and expert financial advice. Ideal candidates will have substantial experience in private wealth management and fluency in Norwegian and English. Competitive benefits include comprehensive healthcare coverage, generous leave policies, and a supportive work environment emphasizing training and professional growth.

Leistungen

100% paid premiums for healthcare plan

28 days annual leave plus 11 paid holidays

Retirement pension plan contribution

Lunch vouchers

Gym subsidy

Fertility and family-forming benefit

Ongoing training and support

Qualifikationen

• 2+ years exposure to private clients within banking/wealth management.
• Sound knowledge of financial concepts and current events.
• Excellent communication skills with diverse audiences.

Aufgaben

• Build long-standing relationships with high-net-worth clients.
• Manage a book of high-net-worth relationships with approximately €100-150 million.
• Proactively update clients on portfolio changes and market strategies.
• Educate clients on financial market developments.

Kenntnisse

Client relationship management

Financial market knowledge

Fluent Norwegian

Fluent English

Empathy

Ausbildung

MiFID certification or equivalent

CFA or similar education

Jobbeschreibung

Job Description

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?

Bitte lesen Sie die Informationen in dieser Stellenausschreibung sorgfältig durch, um genau zu verstehen, was von potenziellen Bewerbern erwartet wird.

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.

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.

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 Norwegian 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

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