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Private Client Director | London, UK
Job summary
An established industry player seeks a Private Client Director to engage high-net-worth clients and drive asset acquisition. In this entrepreneurial role, you will leverage a supportive team to focus on sales, utilizing your exceptional closing skills and interpersonal abilities. With a commitment to client-first service, this firm offers a transparent and personalized investment approach, ensuring you can thrive in a collaborative environment. Join a forward-thinking company that values your growth and provides comprehensive benefits to support your long-term goals.
Benefits
Qualifications
- Proven success in sales with stock market investors.
- Over 5 years of experience selling to high-net-worth individuals.
Responsibilities
- Contact high-net-worth leads and schedule face-to-face appointments.
- Acquire new clients and assets through in-person meetings.
Skills
Education
The Opportunity:
As a Private Client Director at Fisher Investments, you will contact high-net-worth leads provided by us, qualify them, and schedule face-to-face appointments. Your goal is to acquire new clients and assets for our firm through in-person meetings and warm calls. This role is entrepreneurial, supported by dedicated portfolio management and client service teams that handle client transition and retention, allowing you to focus on sales. You will report to the Managing Director.
Your Qualifications:
- Proven success in individual sales with stock market investors
- RDR Level 4 qualification
- Over 5 years of experience selling to high-net-worth individuals
- Track record of closing new investor business
- Motivated to set and achieve goals, viewing money as a success metric
- Willingness to take calculated risks and learn from setbacks
- Exceptional sales closing skills
- Optimistic outlook, viewing failures as opportunities
- High activity levels and persistence
- Strong interpersonal skills to connect with diverse audiences
- Highly ethical and professional
Why Fisher Investments Europe:
We prioritize client-first service, transparency, and personalized investment approaches, using recognized European custodians and clear fee structures. To support our employees' long-term goals, we offer benefits such as:
- 100% paid premiums for top-tier medical, dental, and health screening plans for employees and dependents
- 28 days annual leave, with options to purchase up to 3 additional days, plus 8 paid holidays
- Enhanced maternity pay with 16 weeks' top-up to full pay for eligible staff
- $10,000* fertility and family health benefits
- Retirement plan with 9% employer contribution and up to 5% matching
- Gym subsidy up to £50/month
- Employee Assistance Program and wellbeing services
- A collaborative environment with ongoing training and events
Fisher Investments Europe is an equal opportunity employer.
Fisher Investments is a unique money management firm committed to a higher purpose: improving our clients' financial well-being through transparent, client-focused services.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.
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