Client Relationship Manager
2 days ago
Role Summary
We are seeking a highly skilled Client Relationship Manager to join our team as an Investment Counsellor. In this role, you will be responsible for building strong relationships with our high-net-worth clients in Denmark, providing them with exceptional service, and managing their portfolios.
About Us
Fisher Investments Luxembourg is a European subsidiary of Fisher Investments, a leading global investment management firm. 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.
Your Key Responsibilities
- 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.
Requirements
We are seeking individuals with:
- 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 Danish and native or fluent English language skills; proficiency in other European languages is beneficial.
- Ability to 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.
Benefits
We offer an array of benefits, including:
- Healthcare: 100% paid premiums for top-tier supplemental healthcare and dental plans for employees and their qualified dependents.
- Leave and Holidays: 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 11 paid holidays.
- Pregnancy Benefits: Enhanced maternity pay package with 26 weeks' top-up to full base pay for eligible employees.
- Family Benefits: $10,000* fertility, hormonal health, and family-forming benefit.
- Pension Plan: 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.
- Gym Subsidy: Monthly gym subsidy of up to €50 per month.
- Employee Assistance Program: Employee assistance program and other emotional wellbeing services.
- Collaborative Work Environment: A collaborative working environment that practices ongoing training, educational support, and employee appreciation events.
- Hybrid Work Program: 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.
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