Private Client Director

Fisher Asset Management, LLC; Hull and East Yorkshire; On-site; GBP 125,000 - 150,000; Full time

Job summary

A leading investment firm based in the UK is seeking a Private Client Director who will qualify high-net-worth leads and schedule face-to-face appointments. The candidate must have at least 5 years of sales success with high-net-worth individuals and hold a RDR level 4 qualification. This role is entrepreneurial with a focus on in-person selling and closing new business, supported by portfolio management and client services. This is an opportunity to directly impact the firm's asset acquisition strategy.

Benefits

Gym subsidy of up to £50 per month

Employee assistance program

Collaborative working environment

Qualifications

• 5+ years of success selling to high net-worth individuals.
• Consistent and quantifiable individual sales success.
• Proven track record in closing new investor business.

Responsibilities

• Qualify and schedule appointments with high-net-worth leads.
• Gather new clients and assets for the firm.
• Focus on selling supported by dedicated portfolio management.

Skills

Sales success with stock market investors

Goal-oriented mindset

Risk-taking ability

Education

RDR level 4 qualification

Job description

Private Client Director

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. The Opportunity: As a Spanish Client Service Associate, you will be a part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose fresh solutions. We base..., We are recruiting an experienced Private Nurse for a permanent, one-to-one role with an 80‑year‑old VIP client in Dubai, with occasional international travel on a private yacht. You will provide continuous 1:1 nursing care, medication management, monitoring of chronic..., The Opportunity: The Senior Graphic Designer is a seasoned professional responsible for creating impactful design and motion graphic materials. This role supports Corporate Communications and key business stakeholders, including executives, Global Private Client, Private...

• 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 well‑being services; a collaborative working environment that practices 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

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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