Private Client Solicitor

Fisher Asset Management, LLC; Borehamwood; On-site; GBP 68,000 - 80,000; Full time

Job summary

A leading asset management firm is seeking a Private Client Director in Borehamwood to engage with high-net-worth leads, qualifying opportunities and scheduling face-to-face appointments. The ideal candidate will have over 5 years of successful sales experience with a strong focus on client engagement and relationship building. This role offers dedicated support from portfolio management teams, allowing you to focus on acquiring new clients. A competitive salary of up to £80,000 plus benefits is offered.

Benefits

100% paid premiums for medical and dental insurance

28 days annual leave

Gym subsidy up to £50 per month

Retirement pension plan with company contributions

Qualifications

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

Responsibilities

• Qualify and schedule face-to-face appointments with prospective clients.
• Gather new clients and assets for the firm.
• Work closely with portfolio management and client services teams.

Skills

Sales success with high-net-worth individuals

Strong interpersonal skills

Motivated to reach sales goals

Calculated risk-taker

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...., Private Client Tax Senior Manager - Watford Working with a Top 50 Accountancy Firm who are looking for an experienced Private Client Tax Senior Manager to join their growing team in Watford . You'll manage your own portfolio of High-Net-Worth clients, work closely with..., 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...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 Europ e: 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, Seeking an enthusiastic and motivated Private Client Solicitor with 5+ years PQE., Private Client Solicitor needed for Wills, Trusts, Probate, and Estate Planning. Requires 5+ years experience 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

• 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 Similar jobs, Job Description Whats on offer: Salary: £upto 80,000pa dep on exp Benefits: On site gym and spa with membership Free parking Company Pension On site café and restaurant with staff discount Modern OfficesOpportunity for career progression 5+ YRS PQE Our niche client law..., Senior Private Client Solicitor sought for a full-time permanent position. Salary range: £55,000-£65,000 pa.Private Client Solicitor - £55,000 - £65,000 A Year Jobrapido Senior Private Client Solicitor needed with 5+ years PQE in Potters Bar, offering a salary of £55,000-£65,000 pa., Job Description Associate Director/Business Broker - Dental London £50,000 - £80,000 (DOE) basic salary + car allowance + COMMS This Associate Director position is with the leading specialist adviser for buying and selling businesses within healthcare, hospitality,..., Job Description Associate Director Fire Engineer Job in Multiple UK Locations Associate Director Fire Engineer job available in London, Manchester, Leeds, Sheffield & Birmingham with a respected and forward-thinking fire consultancy, offering a competitive salary + annual...(High Salary) Private Client Solicitor... - £55,000 - £65,000 A Year Legals 4 Lawyers, Whats on offer: Salary: £upto 80,000pa dep on expBenefits:On site gym and spa with membershipFree parkingCompany PensionOn site café and restaurant with staff discountModern OfficesOpportunity for career progression5+ YRS PQEOur niche client law firm based in the area of...Spanish client service associate Fisher Investments £50 per hour, Whats on offer: Salary: £upto 80,000pa dep on expBenefits:On site gym and spa with membershipFree parkingCompany PensionOn site café and restaurant with staff discountModern OfficesOpportunity for career progression5+ YRS PQEOur niche client law firm based in the area of...