Current jobs related to Swedish Client Advisory Associate - London, Greater London - Fisher Investments
-
Swedish Client Service Associate
1 month ago
London, Greater London, United Kingdom Fisher Investments Full timeOverview The Swedish Client Service Associate role is an exciting opportunity to join a dynamic team at Fisher Investments Europe. As a key member of our client service team, you will be responsible for providing exceptional support to our clients, ensuring their needs are met and exceeded. The Opportunity: We are looking for a highly motivated and organized...
-
Swedish Client Service Associate
1 month ago
London, Greater London, United Kingdom Fisher Investments Full timeOverview The Swedish Client Service Associate role is an exciting opportunity to join a dynamic team at Fisher Investments Europe. As a key member of our client service team, you will be responsible for providing exceptional support to our clients, ensuring their needs are met and exceeded. The Opportunity: We are looking for a highly motivated and organized...
-
Swedish Client Service Associate
2 weeks ago
London, Greater London, United Kingdom Fisher Investments Full timeAbout the Role:Fisher Investments Europe is seeking a highly motivated and detail-oriented Swedish Client Service Associate to join our team. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, managing daily tasks, and collaborating with our sales and investment teams.Key...
-
Swedish Client Service Associate
3 days ago
London, Greater London, United Kingdom Fisher Investments Full time $10,000The Opportunity:As a Swedish Client Service Associate at Fisher Investments Europe, you will be part of a dynamic team managing daily tasks in a fast-paced environment. You will have the opportunity to work with top banks, liaise with Sale Representatives and Investment Counsellors, and gain exposure to other European countries' businesses.We base your...
-
Swedish Client Service Associate
1 week ago
London, Greater London, United Kingdom Fisher Investments Full time $10,000The Opportunity:As a Swedish Client Service Associate at Fisher Investments Europe, you will be part of a dynamic team responsible for delivering exceptional client service in the Swedish market. Your primary focus will be on building strong relationships with clients, investment counsellors, and other stakeholders to drive business growth and success.The...
-
Swedish Client Service Associate
4 days ago
London, Greater London, United Kingdom Fisher Investments Full timeOverviewThe Opportunity:As a Swedish Client Service Associate at Fisher Investments Europe, you will be part of a dynamic team managing daily tasks for one of the world's leading private money managers. Your role will involve liaising with Sales Representatives, Investment Counsellors, and other parties to provide exceptional client service. You will have...
-
Swedish Client Service Associate
2 weeks ago
London, Greater London, United Kingdom Fisher Investments Full timeThe OpportunityWe are seeking a highly motivated and detail-oriented Swedish Client Service Associate to join our team at Fisher Investments Europe. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, managing daily tasks, and contributing to the growth and success of our organization.Key...
-
Swedish Client Service Associate
1 month ago
London, Greater London, United Kingdom Fisher Investments Full timeAbout the Role:We are seeking a highly motivated and detail-oriented Swedish Client Service Associate to join our team. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.Key Responsibilities:Partner with top banks to assist with...
-
Swedish Client Service Associate
1 month ago
London, Greater London, United Kingdom Fisher Investments Full timeAbout the Role:We are seeking a highly motivated and detail-oriented Swedish Client Service Associate to join our team. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.Key Responsibilities:Partner with top banks to assist with...
-
Senior Associate, M&A Advisory
4 weeks ago
London, Greater London, United Kingdom Interpath Advisory Full timeAbout Interpath AdvisoryInterpath Advisory is a leading financial advisory business with a broad range of specialisms. Our team of experts helps clients create, defend, preserve, sustain, and grow value through the cycle, from regional SMEs to large, complex multi-national organisations.Our ServicesWe offer a range of services, including Deals, Advisory, and...
-
Senior Associate, M&A Advisory
4 weeks ago
London, Greater London, United Kingdom Interpath Advisory Full timeAbout Interpath AdvisoryInterpath Advisory is a leading financial advisory business with a broad range of specialisms. Our team of experts helps clients create, defend, preserve, sustain, and grow value through the cycle, from regional SMEs to large, complex multi-national organisations.Our ServicesWe offer a range of services, including Deals, Advisory, and...
-
Swedish Client Service Associate
7 days ago
London, Greater London, United Kingdom Fisher Investments Full timeAbout the Role:This Swedish Client Service Associate position is an exciting opportunity to join Fisher Investments Europe as a key member of our client service team. As a client service associate, you will be responsible for managing daily tasks, liaising with sales representatives, investment counsellors, and other parties, and providing exceptional client...
-
Swedish Speaking Client Service Coordinator
4 weeks ago
London, Greater London, United Kingdom Language Matters Full timeJob Title: Swedish Speaking Client Service Coordinator FinanceA Swedish speaker is urgently needed to support our growing multilingual Sales Team in a financial services company. You will be based in a stunning office in Canary Wharf, London, providing expertise in delivering excellent customer and administrative support. As a Client Service Coordinator, you...
-
Swedish Speaking Client Service Coordinator
4 weeks ago
London, Greater London, United Kingdom Language Matters Full timeJob Title: Swedish Speaking Client Service Coordinator FinanceA Swedish speaker is urgently needed to support our growing multilingual Sales Team in a financial services company. You will be based in a stunning office in Canary Wharf, London, providing expertise in delivering excellent customer and administrative support. As a Client Service Coordinator, you...
-
Senior Associate, M&A Advisory
4 weeks ago
London, Greater London, United Kingdom Interpath Advisory Full timeAbout Interpath AdvisoryWe are a financial advisory business with a broad range of specialisms, formed to allow our people to do what they do best in an agile, independent, and conflict-free setting. Our mission is to help our clients create, defend, preserve, sustain, and grow value through the cycle, from regional SMEs to large, complex multi-national...
-
Senior Associate, M&A Advisory
4 weeks ago
London, Greater London, United Kingdom Interpath Advisory Full timeAbout Interpath AdvisoryWe are a financial advisory business with a broad range of specialisms, formed to allow our people to do what they do best in an agile, independent, and conflict-free setting. Our mission is to help our clients create, defend, preserve, sustain, and grow value through the cycle, from regional SMEs to large, complex multi-national...
-
Swedish Client Service Associate
5 days ago
London, Greater London, United Kingdom Fisher Investments Full timeAbout the Role:The Swedish Client Service Associate will be a key member of our team, responsible for providing exceptional client service and support in the Swedish market.Key Responsibilities:Partner with top banks to assist with administrative and operational tasksGain exposure to other European countries' businessesHelp Investment Counsellors with...
-
Senior Associate, Debt Advisory Group
1 day ago
London, Greater London, United Kingdom Interpath Advisory Full timeAbout This OpportunityWe are seeking a skilled Senior Associate to join our Debt Advisory Group. As a key member of our team, you will play a crucial role in supporting our ambitious plans to build a market-leading debt advisory business.As a Senior Associate, you will work closely with our experienced team to deliver high-quality services to our clients....
-
Associate, Client Service, Swedish Speaker
3 weeks ago
London, Greater London, United Kingdom AlphaSights Full timeAbout the RoleWe are seeking a highly motivated and results-driven Associate to join our Client Service team. As a key member of our team, you will be responsible for providing exceptional client service and expertise to our clients.Key ResponsibilitiesRecruit and manage a network of experts to provide high-quality insights to our clients.Develop and...
-
Associate, Client Service, Swedish Speaker
3 weeks ago
London, Greater London, United Kingdom AlphaSights Full timeAbout the RoleWe are seeking a highly motivated and results-driven Associate to join our Client Service team. As a key member of our team, you will be responsible for providing exceptional client service and expertise to our clients.Key ResponsibilitiesRecruit and manage a network of experts to provide high-quality insights to our clients.Develop and...
Swedish Client Advisory Associate
2 months ago
Opportunity Summary:
The Client Advisory (CA) division assesses client aspirations, risk tolerances, current investment methodologies, and frameworks to formulate appropriate asset distribution and performance benchmarks.
As a Swedish CA Associate, your role will involve assisting fellow team members, Analysts, Tied Agents, and Investment Counsellors in delivering compliant and appropriate guidance to both potential and current clients of Fisher Investments Luxembourg. You will gain insights and utilize data to inform your recommendations. You will be under the supervision of your Team Leader, who will support your professional growth and training.
Daily Responsibilities:
- Compile and structure written proposals by gathering client data, leveraging information from external sources, and performing analyses based on existing portfolios, including running simulations.
- Collaborate with other internal departments to ensure seamless case transitions.
- Engage in various group initiatives aimed at enhancing operational efficiency.
- Utilize Excel (executing complex functions) and Adobe to tailor proposals and generate comprehensive reports.
Candidate Profile:
- A University degree or a comparable mix of education and experience.
- Proficient in Swedish (both written and spoken).
- Background in financial planning and investment principles or relevant industry certifications is advantageous.
- Ability to deliver high-quality work within specified timelines.
- Motivated to thrive in a dynamic, collaborative setting to support substantial output.
Why Choose Fisher Investments Europe:
The global Fisher organization sets itself apart by prioritizing client needs, offering unparalleled service, and adopting a personalized investment approach. You can trust that we align with our clients' best interests through a straightforward and transparent fee structure, along with recognized European custodians.
Our employees are the cornerstone of the Fisher mission, and to assist them in achieving their long-term objectives, we provide a comprehensive benefits package, including:
- Fully covered premiums for our premium supplemental medical, dental, and annual health screening plans for employees and their eligible dependents.
- 28 days of annual leave, with the option to purchase up to 3 additional days per year, plus up to 8 paid holidays.
- Enhanced maternity leave benefits, including a 16-week top-up to full base pay for qualifying employees.
- $10,000* benefit for fertility, hormonal health, and family planning.
- A retirement pension scheme featuring a 9% company contribution of base salary, with an additional company match of up to 5% of base salary on personal contributions.
- Gym subsidy of up to £50 per month.
- Employee Assistance Program and various emotional wellbeing services.
- A collaborative work environment that emphasizes continuous training, educational support, and employee recognition events.
- Employees based outside the US will receive the equivalent of the $10,000 benefit in their local currency.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
