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 Europe: 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 dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees $10,000* fertility, hormonal health and family-forming benefit A 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 contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events *Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER #J-18808-Ljbffr
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Private Client Director, London
10,000 US$
Private Client Director, London
United Kingdom, London, London,
Modified January 9, 2025
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10,000 US$ / Per annum
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Fisher Investments is an independent, privately-owned money management firm. Our Private Client Group serves thousands of individuals investing for retirement and beyond. Our Institutional Group is dedicated to serving its global client base which includes corporations, public and multi-employer pension funds, endowments and many more. The firm prides itself on its unparalleled client service, flexible investment approach, and specialized business model.
Fisher Investments was founded in 1979 by CEO and Co-CIO, Ken Fisher. Recognized globally as an investment guru, Ken Fisher regularly appears in the financial media and has authored eleven books, including 4 New York Times bestsellers. Distinguished as the 3rd longest-running columnist in Forbes' history, Ken has written the Portfolio Strategy column since 1984.
Investment education for employees, clients, and the general public is core to Fisher Investments' philosophy. The firm provides a variety of resources including a financial news and commentary website MarketMinder, a series of books in partnership with John Wiley & Sons, and a variety of research-driven publications available at www.fisherinvestments.com.
Fisher Investments offers a challenging, collaborative open office environment where employees are rewarded based on performance and contributions. Extensive training and mentoring are available to employees, working towards successful, fulfilling, and lifelong careers. Visit www.fishercareers.com.
The firm has US offices in Camas, WA, Woodside and San Mateo, CA.
Important Disclosures: http://www.fisherinvestments.com/about/legal-disclosures/