Investment Specialist for Swedish Market
2 weeks ago
Fisher Investments Luxembourg is seeking an experienced finance professional to join our team as an Investment Counsellor. In this role, you will be responsible for managing relationships with high-net-worth clients in Sweden from our Dublin office.
About the PositionThis is a unique opportunity to work with a leading investment management firm, providing discretionary portfolio management services to high net worth private clients and institutions. As an Investment Counsellor, you will be part of a team that focuses on building long-term relationships with clients.
Your Key Responsibilities- Manage a book of high-net-worth relationships with approximately €100-150 million in assets
- Be the conduit between clients, our Investment Policy Committee, research and trading departments, and service teams
- Update clients proactively on portfolio changes, financial markets, and market strategy
- 2+ years experience in private banking or wealth management
- Sound knowledge of financial markets and concepts
- Native Swedish and native or fluent English language skills
- A collaborative and dynamic work environment
- Ongoing training and professional development opportunities
- A range of benefits, including health insurance, retirement plan, and family-forming benefits
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