J'ai postulé en ligne. J'ai passé un entretien chez Fisher Investments (Luxembourg) en nov. 2023
Entretien
Approximately 1H - 1,5H interview
Job description, behaviour tests, salaries, and basic about you
The Pros:
Possible to do face2face deals and travel.
Pension cash out option after 5 years working in Luxembourg.
Manage the richest individuals in Sweden
Relocation package bonus 10K (used to deposits, flight tickets etc.
Basic pay 85K
Insurance, pension and food vouchers.
The cons:
Max 15K bonus
Low salary increase every year
MIFID II education with test (they will give you the answers) which probably mean that they don’t really care about you to grow professional.
Summary
Career growth potential manage an existing portfolio, provide service and retain ultra rich clients bring in new 100M + loaders on monthly basis and you will be able to meet clients face 2 face. However 15K for the deal sizes is a joke. On the other hand the brand name would look good to have on the resume for other jobs in the future.
The concern here was the manager said - You will also do an MIFID II test and you will get the answers so you get approved on the test. Nobody can understand everything in the MIFID II. This mean they probably want you to do mistake and ending up hurting yourself but it could be a good job if you’re able to work fully independently though I got the feeling this job you could need to bring a fake smile and wear a foil hat to fit in. However the interviewer was friendly and the interviewer was well spoken.
Questions d'entretien [1]
Question 1
Would you prefer giving you critic one to one then in a group?
The initial phone interview felt incredibly rushed. Despite the position being marketed as a wealth management role, it is essentially a high-volume asset-retention phone center. The day-to-day focus is simply convincing clients not to transfer their money out of the firm rather than providing actual, comprehensive wealth management or tailored financial planning services. Very misleading job description.
Questions d'entretien [1]
Question 1
Explain a time you made a mistake and what did you do about it.
An initial phone interview was scheduled whereby they screen your qualifications and experience for the role based on your submitted resume. They want to hear your interest in fisheries investments non broker dealer approach to offering investment advice.
Questions d'entretien [1]
Question 1
Are you willing to relocate to the company’s Florida office to work as an investment counselor?
J'ai postulé en ligne. J'ai passé un entretien chez Fisher Investments (Dallas, TX) en juin 2026
Entretien
Overall process what a little lengthily but interview process was nothing to overly stress about. The first round was an initial screening, covering mostly the position itself and what to expect moving forward. The second-round interview did include a mock client call in which some material was provided beforehand to review.