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Private Client Director

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Fisher Investments UKThe Opportunity:

As a Private Client Director with Fisher Investments, you will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for our firm. This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business. You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships, allowing you to focus purely on selling. You will report to the Managing Director.Overview

The Opportunity:

As a Private Client Director with Fisher Investments, you will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for our firm. This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business. You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships, allowing you to focus purely on selling. You will report to the Managing Director.

Your Qualifications:

Consistent and quantifiable individual sales success with stock market investorsRDR level 4 qualification5+ years of success selling to high net worth individualsQuantifiable track record in closing new investor businessMotivated mindset to set and reach goals: "money is a measure of success"Calculated risk-taker; willing to win-some, lose someProven closer; outstanding documented sales abilityOptimistic outlook; see failures as opportunities to improve and find solutionsHigh activity orientation and persistent through setbacksAbility to connect with a wide array of audiences through dynamic interpersonal skillsHighly ethical and professional

Why Fisher Investments Europ e:

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients’ best interests by using a simple and transparent fee structure and recognised European custodians.

It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:

100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidaysEnhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees$10,000* fertility, hormonal health and family-forming benefitA retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributionsGym subsidy of up to £50 per monthEmployee Assistance Program and other emotional wellbeing servicesA collaborative working environment that practises ongoing training, educational support and employee appreciation eventsEmployees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYERSeniority level

Seniority level Mid-Senior levelEmployment type

Employment type Full-timeJob function

Job function Sales and Business DevelopmentReferrals increase your chances of interviewing at Fisher Investments UK by 2xSign in to set job alerts for “Client Director” roles.

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