Belgian Investment Counsellor - METZ, France - Fisher Investments

Description

Are you interested in working for a top global investment firm and ready to take the next step in your Finance career? Do you aim to become an expert in advising clients on financial markets and investments, while focusing on building strong client relationships and delivering exceptional service?

The Exciting Opportunity:

Join Fisher Investments Europe, the European arm of a leading investment management firm. We are expanding our team in Belgium and seeking driven candidates with finance backgrounds to join us as Investment Counsellors.

The role involves managing relationships with high-net-worth clients in Belgium from our Luxembourg office. Understanding client needs and effectively communicating portfolio changes are key to success in this role. You will work closely with a Team Manager for professional development.

Your Responsibilities:

• Develop lasting relationships with clients, ensuring exceptional service delivery
• Oversee a portfolio of high-net-worth clients with significant assets
• Act as a liaison between clients, Investment Policy Committee, research/trading departments, and service teams
• Keep clients informed on portfolio adjustments, market insights, strategy updates, and investment principles
• Participate in advanced finance and capital markets training

Your Qualifications:

• 2+ years experience with private clients in banking/wealth management
• Solid understanding of financial concepts, markets, and current events
• Proficiency in French and English; Flemish & Dutch skills are a plus
• Ability to engage and educate diverse audiences
• Positive attitude and empathy towards clients
• MiFID certification or equivalent training
• CFA or related education is advantageous

Why Choose Fisher Investments Luxembourg:

Fisher Investments stands out for prioritizing client needs, offering exceptional service, and adopting a personalized investment approach. Confidence comes from our transparent fee structure and trusted European custodianship.

Our employees enjoy a range of benefits including:

• Comprehensive healthcare plan with 100% paid premiums
• Generous leave policy and paid holidays
• Supplementary retirement pension and contribution matching
• Monthly lunch vouchers and gym subsidies
• Special benefits for fertility, hormonal health, and family planning
• Supportive work environment with training opportunities and employee appreciation events

*Non-US employees are eligible for equivalent benefits in their local currency.

Fisher Investments Luxembourg is committed to providing equal opportunities to all applicants.