Private Client Director

6 days ago


Fenchurch St, United Kingdom Fisher Investments Full time
The Opportunity

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, working in a highly entrepreneurial environment that involves warm initial calls and in-person selling to close business. You will be supported by dedicated portfolio management and client service groups, allowing you to focus on selling and growing our business.

Your Qualifications
  • Consistent and quantifiable individual sales success with stock market investors
  • RDR level 4 qualification
  • 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
Why Fisher Investments Europe

Fisher Investments Europe is a global organisation that puts clients first, providing unmatched service and taking a personalised approach to investing. We align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. Our employees are our greatest asset, and we offer a range of benefits to help them meet their long-term goals, including:

  • 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
  • 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, hormonal health and family-forming benefit
  • A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
  • Gym subsidy of up to £50 per month
  • Employee Assistance Program and other emotional wellbeing services
  • A collaborative working environment that practises 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 EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER



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