Job Description
The Opportunity: The Fisher Investments Europe (FIE) Wealth Solutions team provides specialised financial planning advice for clients who may benefit from Assurance Vie and Contract de Capitalisation insurance policies. We are looking for a Wealth Engineer Associate to support our Wealth Solutions team. The Day-to-Day:Help evaluate the current financial situation for private clientsCash flow strategies using cash-flow analysesInheritance tax and Estate PlanningOptimise investments – reviewing suitability of investment wrappersWrite insurance policy proposals which are delivered to our Private Clients in FranceProvide advice to clients over the phone and in writing, with some face-to-face client meetings required as you develop within the roleInteract with various groups internally and externally to insure clients' needs are metYour Qualifications:Master's Degree in Financial PlanningExperience with financial planning principlesNative French language proficiency and proficiency in EnglishRecruitment process will be in EnglishYou are engaging and can connect with a wide array of audiences by phone and emailCommitment to maintain quality of work while sticking to a timelineYou meet challenges head-on. You learn from your setbacks and work towards improvementGood knowledge of Assurances Vie and Contrats de CapitalisationWhy Fisher Investments Eu...