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For Companies At a Glance
- Tasks: Engage high-net-worth clients through calls and face-to-face meetings 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.
- Why this job: Be part of a dynamic team where your sales skills can shine and make a real impact.
- Qualifications: Proven sales success with high-net-worth individuals and strong interpersonal skills.
- Other info: Collaborative environment with ongoing training and employee appreciation events.
The predicted salary is between 36000 - 60000 £ 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 City of London employer: Fisher Investments
Contact Detail:
Fisher Investments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Director in City of London
✨Tip Number 1
Get to know your leads before you call them. Research their backgrounds and interests so you can tailor your pitch. This personal touch can make all the difference in building rapport and closing that deal!
✨Tip Number 2
Practice your pitch! Role-play with a friend or colleague to refine your approach. The more comfortable you are with your delivery, the more confident you'll sound when you're on the phone with potential clients.
✨Tip Number 3
Follow up after your initial calls. A quick email or message can keep you top of mind for those high-net-worth individuals. It shows you're genuinely interested in their needs and helps build a lasting relationship.
✨Tip Number 4
Don’t forget to leverage our website for resources and networking opportunities. Connecting with others in the industry can provide valuable insights and potentially lead to referrals. Let’s get you that job!
We think you need these skills to ace Private Client Director in City of 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 clearly. 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 skills can benefit Fisher Investments. Keep it engaging and personal – we love to see your personality come through!
Showcase Your Achievements: Quantifiable achievements are key! When detailing your past experiences, use numbers to demonstrate your success in closing deals and growing client relationships. This helps us see the impact you’ve made in previous roles.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts and submit your materials!
How to prepare for a job interview at Fisher Investments
✨Know Your Numbers
Before the interview, brush up on your sales metrics and achievements. Be ready to discuss specific figures that demonstrate your success in closing deals with high-net-worth individuals. This will show that you’re not just a talker but someone who delivers results.
✨Showcase Your Interpersonal Skills
Since this role involves connecting with a diverse range of clients, practice articulating how you build relationships. Prepare examples of how you've successfully engaged with clients in the past, highlighting your dynamic interpersonal skills and ability to adapt your approach.
✨Emphasise Your Entrepreneurial Spirit
Fisher Investments values an entrepreneurial mindset. Be prepared to share instances where you took calculated risks or innovated to achieve your goals. This will demonstrate that you’re proactive and ready to seize opportunities.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities and resilience. Think of scenarios where you faced setbacks in sales and how you turned them into learning experiences. This will showcase your optimistic outlook and ability to improve through challenges.