• Italian Investment Counsellor (UK) (2018-7383)

    Location UK-LND-London
    Job ID
  • Overview

    Are you looking to get out of the IFA or Banking world but continue your finance career by joining a world class Investment Management organisation? Tired of financial sales and want to focus on forging strong client relationships and providing exceptional client service?


    Fisher Investments Europe is the European subsidiary of Fisher Investments, a privately-held investment management firm that manages portfolios for high net worth private clients and some of the world's preeminent institutions. Our organisation has grown significantly within the financial services industry over the past decade and we are now searching for highly talented finance professionals to join our team as Investment Counsellors in our London office to work with clients in Italy.


    The Day-to-Day:

    • Oversee high-net-worth client relationships
    • Communicate current market strategy and portfolio updates to assigned clients
    • Act as the liaison between our affluent clients and the organisation’s investment decision-makers
    • Gain advanced finance and capital markets education through our training and mentoring program
    • No prospecting, cold-calling or sales—Fisher  Investments Europe furnishes all of the clients

    Your Qualifications:

    • Native or Fluent Italian AND English language skills required. Fluent language skills in Norwegian, Spanish, French, Finnish, Danish, Swedish, or Dutch beneficial.
    • 3+ years of investment industry or financial services success
    • Applicable finance experience and knowledge of finance and capital markets
    • University Graduate
    • Efficient and organized time management skills
    • Dynamic communication skills
    • Highly articulate and personable with a strong, professional work ethic
    • FCA, RDR level 4  qualifications preferred

    Why Fisher Investments Europe:

    Fisher Investments Europe offers portfolio management tailored to clients’ long-term goals. Client assets are held at recognised European custodians and managed by Fisher Investments in the United States. Fisher Investments and Fisher Investments Europe use a simple and transparent fee structure that aligns our interests with our clients’ priorities. The Fisher organisation has a long history of managing global investments and helping people reach their long-term goals and objectives.


    To help our employees meet their long-term goals, we offer an array of benefits, including:

    • 100% coverage of the supplemental medical and dental premiums for you and your qualified dependents*
    • 28 days annual leave, increasing to 30 after 5 years of service, with ability to purchase up to 3 additional days
    • Annual Health Screening for you and your qualified dependents*
    • 9% company pension contribution with an additional company match up to 5%
    • Two pension contributions methods to choose from
    • Monthly gym subsidy
    • Interest-free season ticket loan available for purchase upon six months of employment**
    • Cyclescheme programme
    • Voluntary travel insurance (winter and non-winter sports option)
    • A supportive, collaborative working environment
    • Employee appreciation events 
    • Ongoing training and educational support
    • Enhanced maternity pay subject to 12-months continuous service

    The global Fisher organisation distinguishes itself by putting clients first, providing world-class service, and taking a personalised approach. Join a team that’s bringing new approaches to wealth management daily!


    The information on your public profile, CV, your application, and any other information you submit to us will be used by Fisher Investments Europe Limited (trading as Fisher Investments UK) for the purpose of considering you for employment and processing your application in accordance with our privacy policy at https://www.fisherinvestments.com/en-gb/privacy



    *Employees responsible for taxes

    **Available only to regular full-time employees with at least a 12-month contract