Fisher Investments
Publicatie datum 02.07.2023
- Homepage /
- Alle jobs /
- Luxemburg /
- Dutch Private Cl...
Dutch Private Client Advice Associate
The Private Client Advice (PCA) group evaluates client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations.
As a Dutch PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellors in providing regulated and suitable advice to prospective and existing clients of Fisher Investments Luxembourg. You will learn to use data and insights to guide your recommendations. You will report to your Team Leader who will aid in your professional development and job training.
The Day-to-Day:
- Prepare and format written proposals by collecting client information, using information from third-party vendors, and conducting analysis based on the existing assets, and running portfolio simulations
- Partner with other internal groups to ensure smooth transition of cases
- Work on ad hoc group projects to help increase efficiency
- Use MS Access, Word, Excel (perform complex functions) and Adobe to customise proposals and produce detailed reports
Your Qualifications:
- A University degree or equivalent combination of education/experience
- Fluent language proficiency in: Dutch (Written and Verbal)
- Experience with financial planning and investment principles or industry exams preferable
- Produce quality work within a target timeline
- Eager to work in an energetic, collaborative environment to support high-volume output
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.
FISHER INVESTMENTS LUXEMBOURG IS AN EQUAL OPPORTUNITY EMPLOYER
Meer vacatures in Luxemburg
Luxemburg, Luxembourg
Dutch Investment Counsellor
Luxemburg, Luxembourg
Financial Manager - Dutch Speaker
Luxemburg, Luxembourg
Sales Executive - Dutch
Je budget plannen? Bereid je financieel voor voordat je naar het buitenland verhuist met deze tips!
Steeds meer mensen ambitieren een vertrek naar het buitenland. De grootste sta-in-de-weg is wellicht het budget en de (hoge) extra kosten die daarbij komen kijken. Wie...
8 handige tips om heimwee te overwinnen na je verhuizing naar het buitenland!
Heimwee is een gevoel van stress of angst veroorzaakt door de scheiding van mensen en plaatsen die je kent. Zo kun je heimwee verminderen wanneer je naar het buitenland verhuist!
10 fantastische tips om als introvert in het buitenland vrienden te maken
Vind nieuwe vrienden in het buitenland met deze 10 concrete tips! Ook als introvert kun je sociale connecties maken en je niet langer eenzaam voelen. Ontdek hoe!
Vind jouw appartement in Luxemburg
Appartementen
Slaapkamers:1
Maat:90m2
Badkamers:1
Appartementen
Luxembourg, Luxembourg
Beschikbaar van Oct 23, 2023Val des Bons-Malades, Luxembourg
€1,190
Maand
90Dagen
Mijn verblijf
Slaapkamers:1
Maat:135m2
Badkamers:1
Appartementen
Luxembourg, Luxembourg
Beschikbaar van Jul 01, 2024Val des Bons-Malades, Luxembourg
€1,250
Maand
90Dagen
Mijn verblijf
Slaapkamers:1
Maat:135m2
Badkamers:1