Private Client Director
Fisher Investments
London, United Kingdom
6d ago

Overview : TheOpportunity :

TheOpportunity :

Are you a highly-entrepreneurial person who enjoysbuilding relationships with prospects? If so, the Private ClientDirector might be the opportunity for you!

TheDay-to-Day :

The primary responsibilities of the Private ClientDirector are calling high-net-worth leads the firm provides,qualifying and scheduling face-to-face appointments, and meetingwith prospective clients for the purpose of gathering new clientsand assets for the firm.

This position is highly entrepreneurialand involves warm initial calls and in-person selling to closebusiness. Dedicated portfolio management and client service groupsare primarily responsible for the transition and retention ofclient relationships, enabling salespeople to focus mainly onselling.

YourQualifications :

  • Consistent and quantifiable individual sales success withstock market investors
  • Minimum offive years of success selling to high net worth individuals
  • Quantifiable track record in closing new investorbusiness
  • Strongcompetitive drive; plays to win and has desire to be #1
  • Goal-oriented and results-focused; money is a measure ofsuccess mentality
  • Calculatedrisk-taker; willing to win-some, lose some
  • Proven closer; outstanding sales ability with documentedtrack record of success
  • Optimisticoutlook; sees opportunities not problems
  • Persistence under adversity; accepts personalresponsibility for failures and treats losses as learningopportunities
  • Highactivity orientation and exceptional work ethic
  • Phenomenal interpersonal communication skills; isconfident, dynamic and assertive
  • Why Fisher InvestmentsEurope :

    FisherInvestments Europe has a long history of managing globalinvestments and offers portfolio management tailored to clients’long-term goals.

    The firm uses a transparent fee structure thataligns our interests with our clients’ priorities.

    To ensureour employees have the same opportunities as our clients to meettheir long term goals, our benefitsinclude :

  • Highlylucrative compensation structure within an entrepreneurial setting
  • 100% coverage of the supplemental medical and dentalpremiums for you and your qualifieddependents*
  • 28 daysannual leave, increasing to 30 after 5 years of service, withability to purchase up to 3 additionaldays
  • AnnualHealth Screening for you and your qualifieddependents*
  • 9% companypension contribution with an additional company match up to5%
  • Two pension contributions methods to choosefrom
  • Monthly gymsubsidy
  • Interest-free season ticket loan available for purchaseupon six months of employment
  • Cycleschemeprogramme
  • Voluntarytravel insurance (winter and non-winter sportsoption)
  • Asupportive, collaborative working environment
  • Employee appreciation events
  • Ongoing training and educationalsupport
  • Enhancedmaternity pay subject to 12-months continuousservice
  • The globalFisher organisation distinguishes itself by putting clients first,providing world-class service, and taking a personalised approach.

    Join a team that’s bringing new approaches to wealth managementdaily!


  • Employeesresponsible for any benefit-in-kind taxes as classed by theHMRC
  • Available only to regularfull-time employees with at least a 12-monthcontract

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