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Investment Counsellor – High Net‑Worth Clients (Belgium)

Fisher Investments · Dublin

New
Mid 🇬🇧 English

Job description

About the role

Fisher Investments Luxembourg – Dublin Branch is seeking an Investment Counsellor to manage relationships with high‑net‑worth clients based in Belgium. Working from our Dublin office, you will act as the primary point of contact, helping clients understand portfolio decisions and market developments while supporting their long‑term financial goals.

Key responsibilities

  • Build and maintain long‑standing relationships with a book of clients holding €100‑150 million in assets.
  • Serve as the conduit between clients, the Investment Policy Committee, research, trading, and service teams.
  • Proactively communicate portfolio changes, market outlooks, and investment philosophy.
  • Educate clients on financial concepts and market events.
  • Participate in Fisher’s advanced finance and capital‑markets training program.

Required profile

  • Minimum 2 years experience serving private clients in banking or wealth‑management.
  • Strong knowledge of financial markets, concepts, and current events.
  • Fluent in French and English; Flemish/Dutch is a plus.
  • Ability to connect with diverse audiences and maintain a positive, empathetic attitude.
  • MiFID certification, CFA, or equivalent education is beneficial.

Required skills

  • Understanding of private‑client investment processes.
  • Knowledge of regulatory frameworks such as MiFID.

What we offer

  • Competitive fee‑transparent investment management model.
  • 100 % paid premiums for top‑tier supplemental health and dental plans for employees and qualified dependents.
  • 28 days of annual leave.
  • Continuous professional development through structured training.

Questions fréquentes

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Published 2 weeks ago

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Fisher Investments

Dublin