Private Client Director

Fisher Asset Management, LLC; Lancashire; On-site; GBP 60,000 - 80,000; Full time

Job summary

A prestigious investment firm in the UK is seeking a Private Client Director to drive client acquisition by calling high-net-worth leads and scheduling face-to-face appointments. Candidates should have over 5 years of experience in sales with a proven track record in closing new investor business. This entrepreneurial role emphasizes relationship-building through in-person selling, supported by dedicated client service teams. The firm offers a collaborative environment and competitive benefits package.

Benefits

100% paid premiums for medical and dental plans

28 days annual leave

Retirement pension plan with 9% company contribution

Qualifications

• 5+ years of success selling to high net worth individuals.
• Quantifiable track record in closing new investor business.
• Calculated risk-taker; willing to win some, lose some.

Responsibilities

• Call high-net-worth leads to qualify and schedule appointments.
• Meet with prospective clients to gather new clients and assets.
• Work in a highly entrepreneurial environment focusing on selling.

Skills

Sales success with stock market investors

Client relationship management

Motivated mindset

Education

RDR level 4 qualification

Job description

Private Client Director – Fisher Investments

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, ...

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Benefits Overview

• 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 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.
• 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.

Equal Opportunity Statement

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

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