Luxembourg, LuxembourgLuxembourg, Luxembourg

Fisher Investments

Date de publication 19.07.2023

3 a postulé

French Regional Sales Associate - Luxembourg

Fisher Investments Luxembourg is a fast-growing investment firm serving the needs of high-net-worth individuals across Europe. We are part of a global asset management organisation that has grown significantly over the past decade and are now searching for someone who is looking to start their career in the investment management industry. We provide a much higher standard of service to clients than they typically get with existing Assurance Vie options and expect to grow our French business and improve the French market. You'll report to the team leader of Wealth Solutions.

The Opportunity:

We are looking for French Regional Sales Associates to help support our growth. As a French RSA, you will be an advocate and a supporting resource for our Private Client Directors. Private Client Directors are responsible for meeting with prospective clients and providing them education on the service Fisher Investments Europe provides. Reporting to your Team Leader, you will provide Private Client Directors with all the resources they need in the field. This is a great role for anyone looking to start their career in financial services; you'll learn how operations work from the bottom-up, while developing successful professional relationships and a sound skill set along the way. We are keen to support you through professional qualifications, dependent on certain criteria and where we see fit.

The Day-to-Day:
  • You will be a point of contact and administrative support for the Private Client Directors
  • Prepare resources for prospective client meetings
  • Work with external parties to gather information on prospective clients' current investments
  • Review client profiles, looking at cash flow requirements, current assets and potential account structures and funding sources
  • Continuously follow all compliance procedures
  • Work with our Financial Planning and Portfolio Evaluation departments to initiate the first steps in completing our recommendation proposal for prospective clients
  • Use Morningstar software to produce reports of prospective clients' current investments with outside providers

Your Qualifications:
  • A university degree or equivalent combination of education and experience
  • You are engaging and can connect with a wide array of audiences by phone and email
  • Native French language proficiency and proficiency in English
  • Eager to work in a collaborative environment to support high-volume output
  • Manage complexity and coordinate across several departments under strict timelines
  • Reliable and accurate
  • Commitment to maintain quality of work while sticking to a timeline

Why Fisher Investments Luxembourg:

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that Fisher Investments and Fisher Investments Luxembourg align with our clients' priorities by using a simple and transparent fee structure and recognised European custodians.

It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:
  • 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents
  • 28 days annual leave with the ability to purchase up to 3 additional days per year, plus up to 11 paid holidays
  • A supplemental retirement pension plan featuring a 4% contribution of base pay up to the social security ceiling and 12% for base pay over the ceiling, as well as a 50% match on personal contributions up to €600 annually
  • Up to €144 in employer-paid monthly lunch vouchers
  • Gym subsidy of up to €50 per month
  • A collaborative working environment that practises ongoing training, educational support and employee appreciation events

We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.


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