Swedish Investment Counsellor

4 weeks ago


Dublin, Dublin City, Ireland Fisher Investments Full time

Finance Career Opportunity

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We are seeking motivated candidates with finance backgrounds to join our team as Investment Counsellors at Fisher Investments Luxembourg – Dublin Branch, a European subsidiary of Fisher Investments.

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The Investment Counsellor (IC) role focuses on managing relationships with high-net-worth clients in Sweden from our office in Dublin.

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You will 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.

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Key Responsibilities:

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  • 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">
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Requirements:

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  • 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">
  • MI FID certification, training, or the equivalent CFA or similar education is beneficial">
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Benefits:

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  • 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">
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Fisher Investments Luxembourg is an equal opportunities employer.



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