Private Client Director, LONDON
London, United Kingdom 1 month ago
Job Description
The Opportunity:
As a Private Client Director with Fisher Investments, you will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for our firm. This position is highly entrepreneurialand involves warm initial calls and in-person selling to close business. 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. You will report to the Managing Director.
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:"money is a measure of success"
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 connectwith a wide array of audiences through dynamic interpersonal skills
Highly ethical and professional
Why Fisher Investments Europe:
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. Youcan feel confident knowing that we align with our clients’ best interests by using a simple and transparent fee structure and recognised European custodians.
It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, 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 paypackage 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
Gymsubsidy 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
Senior Temporary Works Design Engineer - RC Structures&Groundwork, London
London, United Kingdom 4 mins ago
Senior Temporary Works Design Engineer– RC Structures, Basements, Groundwork, Demolition £50,000 - £90,000 + Benefits London&Home Counties About the Company: This business is without doubt one of the best in this sector. They specialise in taking...
CK Search Global: Private Clients Tax Senior Manager / Associate Director– Surrey
United Kingdom 1 day ago
£Competitive package + flexible working:
CK Search Global:
Our client is a global advisory firm and their rapidly growing Private Client Team manage the tax affairs of private equity funds, unincorporated...
Guildford, Surrey (UK)
Blick Rothenberg: Private Client Tax Senior Manager
London, United Kingdom 1 day ago
Competitive Salary + Benefits:Blick Rothenberg:
As a Private Client Tax Senior Manager, you will provide advice to clients in connection with their tax affairs and be responsible for...
London (UK)
Executive Network Legal Limited: Private Client Solicitor (Legal Director)
London, United Kingdom 1 day ago
Excellent + Benefits:Executive Network Legal Limited:
Private Client Solicitor (Legal Director), 10+ PQE, London (Hybrid Working), Excellent Salary&Benefits package– Outstanding opportunity to join ...
London
International Estate Manager to UHNWI£70-100k DOE
London, United Kingdom 1 day ago
Our client is an UHNW entrepreneur, and he is looking for an experienced Estate Manager with fluent French to manage his two luxury properties in Europe, and one in London. This is a newly created role so needs someone who is comfortable creating and...
Head of Public Sector Sales -Technology Solutions. c£240K OTE
Birmingham, West Midlands 1 day ago
Are you a seasoned Public Sector commercial‘A-Player’ looking for your next big opportunity? Do you thrive in a high-energy environment where your expertise is valued, your success is limitless, and your impact is real? What if you could join a...
Household PA for UHNW individual /£65-75k DOE
London, United Kingdom 1 day ago
Our client is an ultra-high net worth individual who is big into philanthropy and the arts, and she is looking for a household PA to be based in their central London home. The role will predominantly be split between managing her 3 properties in...
Director of Media&Creative
London, United Kingdom 1 day ago
Overview of role The Director of Media&Creative is a visionary leader responsible for overseeing the strategic development and execution of the Media&Creative teams, as well as drive and deliver Orchard’s internal Marketing strategy. This...
Amwins Global Risks - Graduate Underwriting Scheme - Competitive
London, United Kingdom 2 days ago
At Amwins Underwriting, we succeed together. We’re not ‘just another MGA’ underwriting risks and building capacity. We’re forging relationships that are built to last. With over 700 employees and over $4.5B of underwritten...
Amwins Global Risks - Graduate Underwriting Scheme - Competitive
London, United Kingdom 2 days ago
At Amwins Underwriting, we succeed together. We’re not ‘just another MGA’ underwriting risks and building capacity. We’re forging relationships that are built to last. With over 700 employees and over $4.5B of underwritten...