Adresse The Opportunity: The Fisher Investments Luxembourg (FIL) Wealth Solutions team provides specialised Financial Planning advice for clients who may benefit from Assurance Vie and Contract de Capitalisation insurance policies. […]
The Day-to-Day: Write the financial advice portion of the insurance policy proposal for private clients, with a focus on the suitability of an insurance policy while at the same time prioritising clients' long-term goals Optimise Investments – reviewing suitability of investment wrappers Write the insurance policy proposals delivered to our private clients in France Provide...
