Client Executive

6 days ago


London, Greater London, United Kingdom Fisher Investments Full time

About the Role:

Fisher Investments is seeking a highly motivated and experienced Client Executive to join our team. As a Private Client Director, you will play a critical role in driving sales growth and expanding our client base.

Key Responsibilities:

  • Qualify and schedule face-to-face appointments with high-net-worth leads to gather new clients and assets for our firm.
  • Meet with prospective clients to discuss investment opportunities and provide expert guidance.
  • Work closely with dedicated portfolio management and client service groups to ensure seamless client relationships.
  • Develop and execute sales strategies to achieve individual and team sales targets.
  • Collaborate with cross-functional teams to drive business growth and improve client satisfaction.

Requirements:

  • 5+ years of experience in sales, with a proven track record of success in selling to high-net-worth individuals.
  • Consistent and quantifiable individual sales success with stock market investors.
  • Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
  • Ability to work in a fast-paced environment and adapt to changing priorities.
  • Strong business acumen and understanding of the investment industry.

What We Offer:

  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including health insurance, retirement plan, and paid time off.
  • Ongoing training and development opportunities to enhance your skills and knowledge.
  • A collaborative and dynamic work environment with a team of experienced professionals.
  • The opportunity to work with a leading investment management firm and contribute to its continued success.


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