Private Client Director

TieTalent; London; On-site; GBP 60,000 - 100,000; Full time

Job summary

Join a leading investment firm as a Private Client Director, engaging with high-net-worth clients through personalized service and proven sales strategies. This entrepreneurial role emphasizes relationship building and sales excellence, supported by dedicated teams ensuring client satisfaction.

Benefits

100% paid premiums for top-tier medical and dental plans

28 days annual leave + paid holidays

Enhanced maternity pay package

$10,000 fertility and health benefit

Retirement pension with company contribution

Gym subsidy up to £50/month

Employee Assistance Program

Collaborative working environment

Qualifications

• 5+ years in sales to high net worth individuals.
• Track record in closing new investor business.
• Motivated and high activity orientation.

Responsibilities

• Qualifying and scheduling face-to-face appointments with high-net-worth leads.
• Meeting prospective clients to gather new clients and assets.
• Reporting to the Managing Director.

Skills

Sales Success

Interpersonal Skills

Ethics

Education

RDR level 4 qualification

Job description

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