Portfolio Management Professional
6 days ago
Fisher Investments UK puts clients first by providing unmatched service and taking a personalised approach to investing. We distinguish ourselves by using a simple and transparent fee structure and recognised European custodians. As a key member of our team, you will contribute to our mission by delivering exceptional client service and building long-lasting relationships with clients.
About the Job
The Investment Counsellor role involves building relationships with high-net-worth clients in Italy and proactively updating them on portfolio changes, financial markets, and our current market strategy. You will work closely with our Investment Policy Committee, research and trading departments, and several service teams to ensure seamless delivery of our services to clients. This is an in-office role, but based on your role, tenure, and performance eligibility, you may have the opportunity to participate in our hybrid work-from-home program.
What We're Looking For
We are looking for someone with a passion for delivering exceptional client service and building long-lasting relationships. You should have 2+ years experience in the banking/wealth management industry, a sound knowledge of financial concepts, markets, current events, and the market, and be fluent in Italian and English. Experience in connecting with and educating a variety of audiences is also essential.
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