Private Client Director

7 days ago


London, Greater London, United Kingdom Fisher Investments Full time
About the Role

As a Private Client Director with Fisher Investments, you will be responsible for qualifying and scheduling face-to-face appointments with high-net-worth leads. Your goal will be to gather new clients and assets for our firm, leveraging your entrepreneurial spirit and sales expertise to close business.

This is a highly entrepreneurial role that involves warm initial calls and in-person selling. 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.

Key Responsibilities
  • Qualify and schedule face-to-face appointments with high-net-worth leads
  • Gather new clients and assets for the firm
  • Utilize sales expertise to close business
  • Work collaboratively with portfolio management and client service groups
Requirements
  • Consistent and quantifiable individual sales success with stock market investors
  • 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
  • Calculated risk-taker; willing to win-some, lose some
  • Proven 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
About Fisher Investments

Fisher Investments is a global investment management firm that puts clients first, providing unmatched service and a personalised approach to investing. We align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.

We take great pride in our inclusive culture, valuing the different perspectives and unique skills that our employees bring to the team. Success at Fisher Investments is motivated by results, a collaborative mindset, and a commitment to accomplishing great things.


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