Private Client Director

Fisher Asset Management, LLC; St Albans; On-site; GBP 60,000 - 90,000; Full time

Job summary

A leading investment firm in St Albans, UK, is looking for a Private Client Director. In this entrepreneurial role, you will call high-net-worth clients to qualify leads and schedule face-to-face appointments, aiming to gather new clients and assets for the firm. The ideal candidate will have over 5 years of sales success in the financial sector, a strong sales track record, and exceptional interpersonal skills. This position provides dedicated support from portfolio management, allowing you to focus on closing business.

Benefits

100% paid health insurance premiums

28 days annual leave

Gym subsidy of up to £50/month

Qualifications

• 5+ years of experience selling to high net worth individuals.
• Consistent and quantifiable track record in closing new investor business.
• Ability to handle setbacks and remain persistent.

Responsibilities

• Qualify and schedule appointments with high-net-worth leads.
• Meet with prospective clients to gather new clients and assets.
• Focus on selling while supported by portfolio management.

Skills

Sales success with stock market investors

Dynamic interpersonal skills

Goal-oriented

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, 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. High activity orientation, 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 additional days
• 8 paid holidays (including optional additional days)
• Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees ($10,000 equivalent in local currency for those residing outside the US)
• 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

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER.