Private Client Director Fisher Investments London, United Kingdom

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Posted 3 months ago | Permanent | CompetitiveThe Opportunity:

As a Private Client Director at Fisher Investments, you will contact high-net-worth leads provided by us, qualify them, and schedule face-to-face appointments. Your goal is to acquire new clients and assets for our firm through in-person meetings and warm calls. This role is entrepreneurial, supported by dedicated portfolio management and client service teams that handle client transition and retention, allowing you to focus on sales. You will report to the Managing Director.

Your Qualifications:Proven success in individual sales with stock market investorsRDR Level 4 qualificationOver 5 years of experience selling to high-net-worth individualsTrack record of closing new investor businessMotivated to set and achieve goals, viewing money as a success metricWillingness to take calculated risks and learn from setbacksExceptional sales closing skillsOptimistic outlook, viewing failures as opportunitiesHigh activity levels and persistenceStrong interpersonal skills to connect with diverse audiencesHighly ethical and professionalWhy Fisher Investments Europe:

We prioritize client-first service, transparency, and personalized investment approaches, using recognized European custodians and clear fee structures. To support our employees'' long-term goals, we offer benefits such as:100% paid premiums for top-tier medical, dental, and health screening plans for employees and dependents28 days annual leave, with options to purchase up to 3 additional days, plus 8 paid holidaysEnhanced maternity pay with 16 weeks'' top-up to full pay for eligible staff$10,000* fertility and family health benefitsRetirement plan with 9% employer contribution and up to 5% matchingGym subsidy up to £50/monthEmployee Assistance Program and wellbeing servicesA collaborative environment with ongoing training and events*Employees outside the US receive the equivalent in local currency.

Fisher Investments Europe is an equal opportunity employer.Fisher Investments is a unique money management firm committed to a higher purpose: improving our clients'' financial well-being through transparent, client-focused services.Boost Your Career Discover thousands of job opportunities by signing up on eFinancialCareers today.#J-18808-Ljbffr