Financial Advisor

International Investment Counsellors for wealthy clients

YOU MUST MASTER AT LEAST ONE OF MORE OF THE FOLLOWING LANGUAGES AND BE ABLE TO WORK IN ONE OF THE FOLLOWING CITIES:

For Dublin, Ireland (Danes, Swedes, Norwegians, Spanish, Italians, Dutch, Belgians-Flemish)

For Luxembourg (French)

For Frankfurt, Germany or Rodenbach, Germany (Germans, Swish or Austrians)

Are you interested in working for an outstanding 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?

FI is 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 looking for motivated candidates with finance backgrounds to join our team as Investment Counsellors to help us better the financial industry as we continue our expansion in Europe.

The Opportunity:

The Investment Counsellor (IC) role is focused on managing relationships with high-net-worth clients around Europe from our office in Dublin, Luxembourg, Rodenbach and Frankfurt am Main. Your understanding of our clients' needs and ability to educate them on the reasoning behind portfolio changes is crucial to your success in this role. You will report to your Team Manager who will aid in your professional development.

The Day-to-Day:

• Build long standing relationships with our clients, ensuring they always receive exceptional service
• Manage a book of high-net-worth relationships with approximately €100-150 million in assets
• Be the conduit between our clients, our Investment Policy Committee, our research and trading departments, and several service teams
• Proactively update clients on portfolio changes, financial markets, our current market strategy and investment philosophy
• Gain advanced finance and capital markets education through our training program
• No cold calling. You will be assigned a portfolio of clients
• The company will assist you in relocation

Qualifications:

• Fluent in one or more of the following languages is a must : Dutch, Flemish, Danish, Swedish, Norwegian, French, Spanish, German or Italia .
• Besides that, you must also master a fluent English.
• 2+ years exposure to private clients within the banking /wealth management industry
• A sound knowledge of financial concepts, markets, current events and the market
• Connect with and educate a variety of audiences
• Maintain a positive personality and empathise with clients in good times and bad
• A Bachelor's Degree, Master Degree or CFA is beneficial
• QFA or CISI level 4 is beneficial

Why FI:

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

It’s the people that make the FI 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 and dental 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 11 paid holidays
• Enhanced maternity pay package with 26 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 pension contribution of your base pay and an additional company match of up to 5% of base pay
• Monthly 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
• This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

Contact

Please email you CV, and any other information you may find relevant, as soon as possible to:

Henrik Lautrup

Headhunter & Partner

Mobile +45 26 48 12 65 (Denmark)

E-Mail: [email protected]

www.expuri.com

By applying, you are consenting that the information on your public profile, CV, resume, and any other information you submit to us can be saved in our database for the purpose of considering you for current and future job opportunities. You may withdraw this consent at any time. Your information will be used for the purpose of considering you for employment in accordance with our privacy policies.

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FI IS AN EQUAL OPPORTUNITY EMPLOYER