Client Service Expert

5 days ago


Dublin, Dublin City, Ireland Fisher Investments UK Full time
About Fisher Investments Luxembourg

Fisher Investments Luxembourg – Dublin Branch is a European subsidiary of Fisher Investments, a global leader in investment management providing bespoke portfolio management services to high net worth individuals and institutions.

With over a decade of exponential growth, we seek highly motivated finance professionals to join our team as Investment Counsellors, driving our expansion in Europe and contributing to the advancement of the financial industry in Denmark.

Investment Counsellor Role:

The Investment Counsellor will be responsible for managing relationships with high net worth clients in Denmark from our Dublin office, focusing on delivering exceptional service and creating lasting connections.

Responsibilities:

  • Build long-lasting relationships with clients, ensuring exceptional service delivery
  • Manage a portfolio of high net worth relationships with approximately €100-150 million in assets
  • Act as the primary point of contact between clients, internal teams, and external partners
  • Communicate portfolio updates, market insights, and investment strategies to clients
  • Pursue advanced education and training in finance and capital markets

Requirements:

  • Minimum 2 years' experience working with private clients in banking/wealth management
  • Strong knowledge of financial markets, concepts, and trends
  • Native Danish and native or fluent English language skills; proficiency in other European languages is beneficial
  • Effective communication and interpersonal skills
  • Ability to empathise with clients during challenging situations
  • MiFID certification or equivalent
  • CFA or similar education is advantageous

Benefits:

Fisher Investments prioritises client satisfaction, provides exceptional service, and adopts a tailored approach to investing. Our transparent fee structure and collaboration with reputable European custodians ensure clients receive the best possible experience.

We aim to support our employees' long-term goals with various benefits, including:

  • 100% paid premiums for top-tier supplemental healthcare and dental plans for employees and qualified dependents
  • 28 days annual leave, with the option to purchase up to 3 additional days per year, plus 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 with ongoing training, educational support, and employee appreciation events
  • This is an in-office role. Eligibility for our hybrid work from home program may be available based on role, tenure, and performance.

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.



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