Swedish Finance Professional

1 week ago


Dublin, Dublin City, Ireland Fisher Investments UK Full time

**The Opportunity**

Fisher Investments Luxembourg – Dublin Branch is a leading provider of investment management services for high net worth individuals and institutions. We are seeking a highly motivated Investment Counsellor to join our team in Sweden, with a focus on managing relationships with high-net-worth clients and providing exceptional client service.

The successful candidate will have a strong finance background, excellent communication skills, and the ability to build long-lasting relationships with clients. This role requires a deep understanding of financial markets and the ability to educate clients on the reasoning behind portfolio changes.

Key Responsibilities:

  • Build and maintain relationships with high-net-worth clients in Sweden.
  • Manage a book of approximately €100-150 million in assets.
  • Be the conduit between clients, our Investment Policy Committee, research and trading departments, and several service teams.
  • Proactively update clients on portfolio changes, financial markets, our current market strategy, and investment philosophy.

Requirements:

  • 2+ years' experience in private banking or wealth management.
  • 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).
  • Excellent communication and interpersonal skills.
  • MiFID certification, training, or equivalent.


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