Are you interested in working for a world Class Global Investment Firm and looking to take the next step in your career in Finance?
Our client is 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 with over EUR 90 billion AUM.
The organization has grown significantly over the past decade and our client are searching for talented and motivated candidates with finance backgrounds to join our team as Investment Counsellors.
ICs manage high-net-worth relationships in Sweden from our office in Luxembourg by serving as their primary point of contact and typically manage a client book with approximately EUR 100-
150 million in assets. The ability to communicate clearly, listen, understand client needs and educate the client on the reasoning behind the portfolio changes is crucial to maintaining long-
lasting relationships. Candidates need to demonstrate they have the ability to build trust with our clients, which is done on a foundation of financial, social and organisational skills.
To summarise, ICs have the following responsibilities and qualifications;
The Day-To-Day :
Building long standing relationships with our clients, ensuring they receive the highest level of service at all times;
Manage a book of high-net-worth relationships with approximately EUR 100-150 million in assets;
Act as the conduit between the client, research, the Investment Policy Committee, trading and various other departments;
Proactively communicate portfolio updates and educate clients on financial markets, our current market strategy and investment philosophy;
Gain advanced finance and capital markets education through our training and mentoring program.
Your Qualifications :
Proven track record of 2 to 5 years exposure to private clients within the banking / wealth management industry;
Bachelor or Master Degree strongly preferred;
CFA or working towards CFA preferred;
IMC or CISI level 4 preferred;
A sound knowledge of financial concepts, markets, current events and the market you will be servicing your clients in;
Native Swedish and native or fluent English language skills. Proficiency in other European languages is beneficial but not required;
The ability to listen and empathise with clients, in good times and bad;
The ability to communicate and educate;
Personable and positive personality with a strong professional work ethic;
Efficient time management and organizational skills.
Client assets are held at recognised European custodians and managed by Fisher Investments in the United States. Fisher Investments and Fisher Investments Europe use a simple and transparent fee structure that aligns our interests with our clients' priorities.
The Fisher organisation has a long history of managing global investments and helping people reach their long-term goals and objectives.
To help our employees meet their long-term goals, we offer an array of benefits, including :
100% coverage of the supplemental medical and dental premiums for you and your qualified dependents*
28 days annual leave, increasing to 30 after 5 years of service, with ability to purchase up to 3 additional days
Annual Health Screening for you and your qualified dependents*
9% company pension contribution with an additional company match up to 5%
Two pension contributions methods to choose from
Monthly gym subsidy
Interest-free season ticket loan available for purchase upon six months of employment
Voluntary travel insurance (winter and non-winter sports option)
A supportive, collaborative working environment
Employee appreciation events
Ongoing training and educational support
Enhanced maternity pay subject to 12-months continuous service
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