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 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.
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:
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!
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