Private Client Director - Singapore

Fisher Investments UK; Singapore; Remote; SGD 100,000 - 125,000; Full time

Job summary

A global investment firm in Singapore is seeking a Private Client Director to focus on acquiring high-net-worth clients. The role involves managing a territory remotely, engaging prospective clients, and presenting wealth management solutions. Ideal candidates have over 5 years of financial services sales experience and a proven track record in client acquisition. The firm offers exceptional benefits and a collaborative work environment.

Benefits

100% paid premiums for medical, dental, and vision

Employer-paid therapy and well-being support

Family Support programs including fertility assistance

Qualifications

• 5+ years experience selling financial services to private investors.
• Multi-year track record of success acquiring high-net-worth private clients.
• Experience in high-volume phone activity and in-person meetings.

Responsibilities

• Contact leads generated by FIS’s marketing group.
• Engage with high-net-worth wholesale prospective clients to evaluate their financial goals and provide solutions.
• Educate prospective clients on the variety of FIS's offerings.

Skills

Sales Experience

Client Acquisition

Relationship Management

Job description

Overview

Calling all wealth advisors looking for a role 100% focused on business development! As a Private Client Director with Fisher Investments Singapore (FIS), you will focus solely on acquiring high-net-worth clients. Qualified lead flow is provided with no need for cold calling. Fisher Investments, is a privately held multi-billion dollar global investment firm in the United States. Join us in our mission to put our clients first and better the investment universe!

The Opportunity:

This lucrative role allows you to manage your business remotely from your home, covering a local territory within driving distance. You will present FIS's wealth management solutions to high-net-worth investors. You will report to FIS’s Managing Director, who will ensure you have the resources you need to succeed. You will be supported by Fisher Investment’s global dedicated teams, including groups supporting: marketing and portfolio management.

The Day-to-Day:

• Contact leads generated by FIS’s marketing group
• Engage with high-net-worth wholesale prospective clients to evaluate their financial goals and provide solutions
• Educate prospective clients on the variety of FIS's offerings

Your Qualifications:

• 5+ years experience selling financial services to private investors
• Multi-year track record of success acquiring high-net-worth private clients
• Experience in high-volume phone activity and in-person meetings

Why Fisher Investments Singapore:

At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:

• 100% paid premiums for top-tier supplemental medical, dental, and vision for employees and their qualified dependents
• Employer-paid therapy, coaching, and other EAP services including well-being support
• Family Support programs including $10,000* fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
• A collaborative working environment that practices 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 SINGAPORE IS AN EQUAL OPPORTUNITY EMPLOYER