Private Client Director

Fisher Investments; London; On-site; GBP 70,000 - 100,000; Full time

Job summary

Fisher Investments seeks a Private Client Director in London responsible for acquiring new clients and assets through high-touch sales efforts. This role involves engaging high-net-worth individuals, leveraging your proven sales success in a supportive environment, focusing solely on selling and client relationship management.

Benefits

100% paid medical, dental, and screening premiums

28 days annual leave plus holidays

Enhanced maternity pay package

$10,000 family-forming benefit

9% pension contribution with additional match

Gym subsidy of up to £50 per month

Employee Assistance Program

Training and educational support

Qualifications

• 5+ years selling to high net worth individuals.
• Proven track record in closing new investor business.
• Ability to connect with diverse audiences.

Responsibilities

• Calling and qualifying high-net-worth leads.
• Scheduling meetings to gather new clients and assets.
• Reporting to the Managing Director.

Skills

Sales success

Interpersonal skills

Motivated mindset

Calculated risk-taking

Optimism

Persistence

Ethical professionalism

Education

RDR level 4 qualification

Job description

This job is with Fisher Investments, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

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

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

#LI-DNI

This job is with Fisher Investments, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

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

#LI-DNI

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