Career Opportunities

Are you interested in working for a world class global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? 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 provides professional discretionary portfolio management services for high net worth private clients and some of the world's preeminent institutions. Our organisation has grown significantly over the past decade and we are searching for talented and motivated candidates with finance backgrounds to join our team as Investment Counsellors to help us better the financial industry in Denmark as we continue our expansion in Europe.   The Opportunity:   The Investment Counsellor (IC) role is focused on building long standing relationships with our clients, ensuring they receive the highest level of service at all times. ICs manage high-net-worth relationships in Denmark from our office in Luxembourg by serving as their primary point of contact and typically manage a client book with approximately €100-150 million in assets. The ability to communicate clearly, listen, understand client needs and educate the client on the reasoning behind the portfolio changes is crucial to maintaining long-lasting relationships. Candidates need to demonstrate they have the ability to build trust with our clients, which is done on a foundation of financial, social and organisational skills. To summarise, ICs have the following responsibilities and qualifications;   The Day-To-Day: - Building long standing relationships with our clients, ensuring they receive the highest level of service at all times; - Manage a book of high-net-worth relationships with approximately €100-150 million in assets; - Act as the conduit between the client, research, the Investment Policy Committee, trading and various other departments; - Proactively communicate portfolio updates and educate clients on financial markets, our current market strategy and investment philosophy; - Gain advanced finance and capital markets education through our training and mentoring program. Your Qualifications: - Proven track record of 2 to 5 years exposure to private clients within the banking /wealth management industry; - Bachelor or Master Degree strongly preferred; - CFA or working towards CFA preferred; - IMC or CISI level 4 preferred; - A sound knowledge of financial concepts, markets, current events and the market you will be servicing your clients in; - Native Danish and native or fluent English language skills. Proficiency in other European languages is beneficial but not required; - The ability to listen and empathise with clients, in good times and bad; - The ability to communicate and educate; - Personable and positive personality with a strong professional work ethic; - Efficient time management and organizational skills. Why Fisher Investments Luxembourg:   Fisher Investments Luxembourg 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 Luxembourg 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:   - The Company covers 100% of the membership or premium cost for the supplemental healthcare (includes medical, dental, vision) for employees and their qualified dependents - Our supplemental medical provider, DKV, covers a range of conditions and reimbursement options for treatments including dental treatment and orthodontic care. It also includes medical care if needed when travelling abroad. - 28 days annual leave, increasing to 30 after five years of service, with ability to purchase up to 3 additional days. - A supplemental retirement pension to employees, 4% of your base pay up to the social security ceiling and 12% for base pay income over the ceiling. FIL will match employee personal contributions up to a maximum of 50% (or €600 given the current employee maximum is €1200 annually as set by the government). - Monthly gym subsidy. - A supportive, collaborative working environment - Employee appreciation events  - Ongoing training and educational support 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!   FISHER INVESTMENTS LUXEMBOURG IS AN EQUAL OPPORTUNITY EMPLOYER   #LI-FI1

Fisher Investments Europe is looking to hire a talented file reviewer to join a new internal business assurance team. You will be responsible for reviewing suitability reports to ensure that all financial and investment advice recommendations, made by Private Client Advice group (PCA), are in the clients best interests and meet internal standards. The scope of the business assurance review work will cover all client advice services offered, by PCA group, although it will primarily be pension switch/consolidation, ISA transfers, investment bonds and General Investment Account transfers.   The Opportunity:   The PCA group provides regulated financial and investment advice to potential clients and all existing clients in the UK and across Europe. The client advice service, offered by FIE, includes retirement planning (pre and post), pension switches/transfers, cash flow planning, taxation and Inheritance Tax (IHT) planning as well as asset allocation recommendations. Candidates will be skilled in reviewing and assessing suitability reports primarily related to money purchase pensions, ISAs, General Investment Accounts, investment bonds (onshore and offshore) and trusts. The role offers an exciting opportunity to establish an internal business assurance team and help ensure that clients continue to receive a first class service and appropriate financial and investment advice.   The Day-to-Day:   The primary day to day responsibilities are as follows (not an exhaustive list): - Review suitability reports to ensure that any financial and investment advice given to potential and existing clients meet the overarching suitability requirements of the Financial Conduct Authority - Work with Line 2, Compliance and Risk, to ensure that the business assurance framework created for the assessment of suitability, aligns to internal standards and the firm’s advice framework - Design and implement management information to allow the PCA group to measure and report to relevant management committees on the ongoing standards of advice within the firm - Provide feedback to the Training Program Manager within the PCA group on areas that require further improvement and development in the advice team Your Qualifications: - University graduate or equivalent combination of education/experience - Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning - Level 6/Chartered status would be an advantage, as would AF3/G60 PTS qualification - Very strong understanding of financial planning principles with a specialism in pension planning - Very strong understanding of the FCA’s COBS requirements for suitability - Prior experience in file reviewing personal recommendations for retail clients - Extremely attentive to detail Why Fisher Investments Europe:   Fisher Investments Europe offers investment advice and portfolio management tailored to clients’ long-term goals. Client assets are held at European and UK 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!   FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER   *Employees responsible for taxes **Available only to regular full-time employees with at least a 12-month contract   #LI-FI1