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 investors
RDR level 4 qualification
5+ years of success selling to high net worth individuals
Quantifiable track record in closing new investor business
Motivated mindset to set and reach goals: "money is a measure of success"
Calculated risk-taker; willing to win-some, lose some
Proven closer; outstanding documented sales ability
Optimistic outlook; see failures as opportunities to improve and find solutions
High activity orientation and persistent through setbacks
Ability to connect with a wide array of audiences through dynamic interpersonal skills
Highly 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:
Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Private Client Director • City, London, GB
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