Private Client Director

JR United Kingdom; London; On-site; GBP 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Private Client Director to drive sales and build relationships with high-net-worth clients. In this entrepreneurial role, you will leverage your sales expertise to connect with prospective clients, supported by dedicated teams for portfolio management and client service. With a focus on personal success and client satisfaction, you will enjoy a collaborative environment that fosters growth and offers extensive benefits. This is a unique opportunity to thrive in a dynamic setting where your contributions directly impact the firm's success.

Benefits

100% Paid Medical Premiums

28 Days Annual Leave

Enhanced Maternity Pay

$10,000 Family-Forming Benefit

Retirement Pension Plan

Gym Subsidy

Employee Assistance Program

Ongoing Training and Support

Employee Appreciation Events

Qualifications

• 5+ years of success selling to high net worth individuals.
• Proven track record in closing new investor business.

Responsibilities

• Qualifying and scheduling face-to-face appointments with high-net-worth leads.
• Gathering new clients and assets for the firm through in-person selling.

Skills

Sales Success with Stock Market Investors

Selling to High Net Worth Individuals

Closing New Investor Business

Interpersonal Skills

Motivated Mindset

Calculated Risk-Taking

Optimistic Outlook

Persistence

Ethical and Professional Behavior

Job description

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:

1. Consistent and quantifiable individual sales success with stock market investors
2. 5+ years of success selling to high net worth individuals
3. Quantifiable track record in closing new investor business
4. Motivated mindset to set and reach goals: "money is a measure of success"
5. Calculated risk-taker; willing to win-some, lose some
6. Proven closer; outstanding documented sales ability
7. Optimistic outlook; see failures as opportunities to improve and find solutions
8. High activity orientation and persistent through setbacks
9. Ability to connect with a wide array of audiences through dynamic interpersonal skills
10. 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