Fiduciary Intl Investment Counselor for UK Clients

Jobtome; Bedford (TX); Presencial; USD 85 000 - 130 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Full benefits

401(k) match

PTO & holidays

Family support

Hybrid work option

Resumo da oferta

Fisher Investments International in Plano, TX seeks an International Investment Counselor to serve a roster of high-net-worth UK clients from the United States. You will partner with internal portfolio decision-makers and the sales team to provide best-in-class service in a fee-only fiduciary environment.

With our training program, you will gain a deep understanding of our top-down portfolio strategy and regulatory practices.

Qualificações

• Bachelor's degree or equivalent work experience
• 2+ years of experience in asset management, financial and client services
• Required to pass the Series 65 exam or equivalent
• Achieve results and provide unparalleled service
• A thoughtful consultative approach with an emphasis on client focus

Responsabilidades

• Work with UK clients to build a trusting and professional relationship
• Proactively connect with clients on a quarterly basis to review asset allocation and goals
• Educate clients on our top-down portfolio strategy and market events
• Rely on our sales team to grow your roster of high-net-worth clients within the first year
• Demonstrate knowledge of UK regulatory practices and adhere to operational responsibilities

Conhecimentos

Asset management

Client services

Financial analysis

Consultative approach

Formação académica

Bachelor's degree or equivalent

Descrição da oferta de emprego

Fisher Investments International in Plano, TX seeks an International Investment Counselor to serve a roster of high-net-worth UK clients from the United States. You will partner with internal portfolio decision-makers and the sales team to provide best-in-class service in a fee-only fiduciary environment.

With our training program, you will gain a deep understanding of our top-down portfolio strategy and regulatory practices.