Verenigd Koninkrijk, LondonFisher Investments Europe
Publicatie datum 24.06.2024
- Homepage /
- Alle jobs /
- Verenigd Koninkrijk /
- Dutch Private Cl...
Dutch Private Client Advice Associate
The Opportunity:
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 Excel (perform complex functions) and Adobe to customize 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 Europe:
The global Fisher organization distinguishes itself by putting clients first, providing unmatched service, and taking a personalized approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognized 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 medical, dental and annual health screening plans 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 8 paid holidays
- Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees
- $10,000* fertility, hormonal health and family-forming benefit
- A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
- Gym subsidy of up to £50 per month
- Employee Assistance Program and other emotional wellbeing services
- A collaborative working environment that practices ongoing training, educational support and employee appreciation events
- Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Meer vacatures in Verenigd Koninkrijk
Verenigd KoninkrijkSEO Expert - Dutch
- Verenigd Koninkrijk
Customer Service Advisor - German & Dutch speaking.
- Verenigd Koninkrijk, London
Reservations Agent - Dutch Speaking
Maak kennis met het nieuwe Workwide - Een digitale ervaring voor je carrière in het buitenland
We hebben geweldig nieuws! Na vele maanden hard werken en voorbereiding is Workwide nu beter dan ooit!
Kosten van levensonderhoud in Portugal in 2024: wat Nederlandse gastarbeiders moeten weten
Portugal staat bekend om zijn prachtige landschappen, vriendelijke sfeer en betaalbare levensstijl, maar het is belangrijk om goed voorbereid te zijn op de financiële aspecten voordat je de stap waagt. Achter deze schijnbaar idyllische façade schuilen echter enkele belangrijke financiële overwegingen die Nederlandse gastarbeiders in overweging moeten nemen voordat ze zich in dit zonnige land vestigen.
Part-time en Remote Werk in Portugal 2024: De Ideale Combinatie?
Remote en part-time werk zijn ook populaire opties onder expats, die het mogelijk maken om flexibel te werken terwijl je geniet van de Portugese levensstijl. Dit soort werk biedt de vrijheid om te verkennen en tegelijkertijd professionele ervaring op te doen.
Vind jouw appartement in Verenigd Koninkrijk
Gedeelde kamers
London, United Kingdom
Beschikbaar van Dec 23, 2024Room for rent in 2-bedroom apartment in Lambeth, London
€1,310
Maand
30Dagen
Mijn verblijf
Slaapkamers:2
Badkamers:1
Gedeelde kamers
London, United KingdomBeschikbaar van Jan 01, 2027Room for rent in apartment in Stepney Green
€1,036
Maand
30Dagen
Mijn verblijf
Slaapkamers:4
Gedeelde kamers
London, United KingdomBeschikbaar van Nov 06, 2024Room for rent in a 2-bedroom apartment in Mitcham
€1,417
Maand
30Dagen
Mijn verblijf
Slaapkamers:2
Maat:190m2
Badkamers:2