description du poste

p strongThe Opportunity: /strong /p p The Private Client Executive (PCE) is responsible for calling high net worth prospective clients, holding phone meetings to gather information about their current situation, and then assessing whether the prospective client may be suited for the portfolio management services of Fisher Investments and further analysis.  The PCE role is based in our Luxembourg office and will travel to visit prospective clients when necessary. New client relationships may be secured over the phone or, in some cases, in-person. You will be reporting to the VP of Sales Development. /pp br /strongThe Day-to-Day: /strong /pulliApply successful business development skills, such as following through on Company provided leads by calling, setting appointments with and meeting prospective clients /liliEducate prospective clients on the competitive investment landscape, and the services of Fisher Investments, and the role of Fisher Investments Europe /liliGather suitability information and documentation from prospective clients in order for the Private Client Advice group to analyse the information and formulate advice /liliEffectively explain the Company’s Client Confidential Agreement (CCA) terms and conditions, including client fees and billing policies /liliWork closely with the assigned Investment Counsellor in initiating and maintaining the new client relationship /li /ulp strongYour Qualifications: /strong /pulliA University degree or equivalent combination of education/experience /liliIntegrity and a strong professional reputation to be deemed fit and proper to carry out the responsibilities of a prospective client facing role /liliStrong communication skills coupled with excellent listening and questioning skills /liliDemonstrated work ethic, goal-orientated, results driven and has excelled in current responsibilities /liliSuperior knowledge of the Fisher service model , internal processes, investment philosophies and strategies /liliNative Belgian Dutch or Belgian French language fluency required /liliEnglish professional proficiency required /li /ulp strongWhy Fisher Investments Luxembourg: /strong /p p 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. /p p 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: /pulli100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents /lili28 days annual leave with the ability to purchase up to 3 additional days per year, plus up to 11 paid holidays /liliA 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 /liliUp to €219.60 in employer-paid monthly lunch vouchers /liliGym subsidy of up to €50 per month /lili$10,000* fertility, hormonal health and family-forming benefit /liliA collaborative working environment that practises ongoing training, educational support and employee appreciation events /li /ulp em*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. /em /p p FISHER INVESTMENTS LUXEMBOURG IS AN EQUAL OPPORTUNITY EMPLOYER /p