Investment Director

6 days ago


St James's, Greater London, United Kingdom Fisher Investments Full time
About Fisher Investments

We are a leading investment management firm that puts clients first. Our team is dedicated to providing unparalleled service and taking a personalized approach to investing.

We align with our clients' best interests by using a simple and transparent fee structure and recognized European custodians.

Your Role:

As an Investment Director, you will be responsible for qualifying and scheduling face-to-face appointments with high-net-worth leads provided by the company.

You will meet with prospective clients with the goal of gathering new clients and assets for our firm.

This position involves warm initial calls and in-person selling to close business.

Key Responsibilities:
  • Qualify and schedule face-to-face appointments with high-net-worth leads
  • Meet with prospective clients to gather new clients and assets for the firm
  • Close business through warm initial calls and in-person sales
Requirements:

To succeed in this role, you will need to have consistent and quantifiable individual sales success with stock market investors.

A RDR level 4 qualification is also required, as well as 5 years of experience selling to high net worth individuals.

You should have a proven track record in closing new investor business and be motivated to set and reach goals.

A calculated risk-taker, you will be willing to win-some, lose some.

You will also need to be a proven closer with outstanding documented sales ability and optimistic outlook.

Benefits:
  • 100% paid premiums for top-tier supplemental medical, dental, and annual health screening plans
  • 28 days annual leave with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
  • Enhanced maternity pay package with 16 weeks' top-up to full base pay for eligible employees
  • $10,000 fertility benefit
  • A retirement pension plan with a 9% company contribution of base pay and additional company match
  • Gym subsidy of up to £50 per month
  • Employee Assistance Program and emotional wellbeing services


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