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Private Client Director (2019-8522)

Nationwide, United Kingdom
Sales
2019-8522

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Job Description

Overview

The Opportunity:

 

Are you a highly-entrepreneurial person who enjoys building relationships with prospects? If so, the Private Client Director might be the opportunity for you!

 

The Day-to-Day:

 

The primary responsibilities of the Private Client Director are calling high-net-worth leads the firm provides, qualifying and scheduling face-to-face appointments, and meeting with prospective clients for the purpose of gathering new clients and assets for the firm. This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business. Dedicated portfolio management and client service groups are primarily responsible for the transition and retention of client relationships, enabling salespeople to focus mainly on selling.

Your Qualifications:

  • Consistent and quantifiable individual sales success with stock market investors
  • Minimum of five years of success selling to high net worth individuals
  • Quantifiable track record in closing new investor business
  • Strong competitive drive; plays to win and has desire to be #1
  • Goal-oriented and results-focused; “money is a measure of success” mentality
  • Calculated risk-taker; willing to win-some, lose some
  • Proven closer; outstanding sales ability with documented track record of success
  • Optimistic outlook; sees opportunities not problems
  • Persistence under adversity; accepts personal responsibility for failures and treats “losses” as learning opportunities
  • High activity orientation and exceptional work ethic
  • Phenomenal interpersonal communication skills; is confident, dynamic and assertive

Why Fisher Investments Europe:

Fisher Investments Europe has a long history of managing global investments and offers portfolio management tailored to clients’ long-term goals. The firm uses a transparent fee structure that aligns our interests with our clients’ priorities.

To ensure our employees have the same opportunities as our clients to meet their long term goals, our benefits include:

  • Highly lucrative compensation structure within an entrepreneurial setting
  • 100% coverage of the supplemental medical and dental premiums for you and your qualified dependents*
  • 28 days annual leave, increasing to 30 after 5 years of service, with ability to purchase up to 3 additional days
  • Annual Health Screening for you and your qualified dependents*
  • 9% company pension contribution with an additional company match up to 5%
  • Two pension contributions methods to choose from
  • Monthly gym subsidy
  • Interest-free season ticket loan available for purchase upon six months of employment**
  • Cyclescheme programme
  • Voluntary travel insurance (winter and non-winter sports option)
  • A supportive, collaborative working environment
  • Employee appreciation events 
  • Ongoing training and educational support
  • Enhanced maternity pay subject to 12-months continuous service

The global Fisher 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 management daily!

 

By applying, you are consenting that the information on your public profile, CV, resume, and any other information you submit to us can be saved in our database for the purpose of considering you for current and future job opportunities. You may withdraw this consent at any time by emailing CandidateInfo@fisherinvestments.co.uk. Your information will be used for the purpose of considering you for employment in accordance with our privacy policies at: https://www.fishercareers.com/?site_type=INT#footer_privacy

 

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

 

*Employees responsible for any benefit-in-kind taxes as classed by the HMRC

 

**Available only to regular full-time employees with at least a 12-month contract

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