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- Tasks: Engage high-net-worth clients and schedule face-to-face appointments to grow our client base.
- Company: Join Fisher Investments, a client-first global investment firm with a personalised approach.
- Benefits: Enjoy 28 days annual leave, top-tier health plans, and a generous retirement pension.
- Other info: Collaborative environment with ongoing training and employee appreciation events.
- Why this job: Be part of a dynamic team where your sales skills can shine and make a real impact.
- Qualifications: 5+ years in sales with high-net-worth individuals and a proven track record in closing deals.
The predicted salary is between 60000 - 80000 £ per year.
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 entrepreneurial and 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 connect with 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. You can 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 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
Private Client Director in London employer: Fisher Investments Europe
Contact Detail:
Fisher Investments Europe Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Director in London
✨Tip Number 1
Get to know the company inside out! Research Fisher Investments and understand their values, services, and client approach. This will help you tailor your conversations and show that you're genuinely interested in what they do.
✨Tip Number 2
Practice your pitch! Since this role involves face-to-face selling, rehearse how you'll introduce yourself and explain your value proposition. The more confident you are, the better you'll connect with high-net-worth clients.
✨Tip Number 3
Network like a pro! Leverage LinkedIn and other platforms to connect with industry professionals. Building relationships can lead to referrals and insights that might just give you the edge in landing that Private Client Director role.
✨Tip Number 4
Don’t forget to follow up! After any meetings or calls, send a quick thank-you note or email. It shows professionalism and keeps you top of mind for potential opportunities. Plus, it’s a great way to reinforce your interest in the position!
We think you need these skills to ace Private Client Director in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client Director role. Highlight your sales successes, especially with high-net-worth individuals, and showcase your qualifications like the RDR level 4. We want to see how your experience aligns with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about this role and how your entrepreneurial spirit can contribute to our team. Don’t forget to mention your motivation and how you’ve turned challenges into opportunities in the past.
Showcase Your Interpersonal Skills: As a Private Client Director, connecting with clients is key. In your application, give examples of how you've successfully built relationships and closed deals. We love seeing those dynamic interpersonal skills in action!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application directly and ensures you don’t miss out on any important updates. Let’s get started on this journey together!
How to prepare for a job interview at Fisher Investments Europe
✨Know Your Numbers
As a Private Client Director, you'll need to showcase your quantifiable sales success. Brush up on your past achievements and be ready to discuss specific figures that highlight your ability to close deals with high-net-worth individuals.
✨Master the Art of Connection
Dynamic interpersonal skills are key in this role. Practice building rapport quickly, as you'll be meeting prospective clients face-to-face. Think about how you can relate to different audiences and prepare some engaging conversation starters.
✨Embrace the Entrepreneurial Spirit
This position is highly entrepreneurial, so show your motivation and calculated risk-taking mindset. Be prepared to discuss how you've set and reached ambitious goals in the past, and how you view challenges as opportunities for growth.
✨Demonstrate Ethical Selling
Fisher Investments values ethics and professionalism. Be ready to share examples of how you've maintained integrity in your sales approach. Highlight your commitment to putting clients first and how that aligns with their company culture.