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For Companies At a Glance
- Tasks: Engage high-net-worth clients and schedule face-to-face meetings to grow our client base.
- Company: Join Fisher Investments, a client-first global investment firm with a supportive culture.
- Benefits: Enjoy 28 days annual leave, top-tier health plans, and a gym subsidy.
- Why this job: Be part of a dynamic team that values your entrepreneurial spirit and sales success.
- Qualifications: 5+ years in sales with high-net-worth individuals and a proven track record.
- Other info: Collaborative environment with ongoing training and career growth opportunities.
The predicted salary is between 43200 - 72000 £ per year.
The Opportunity:
If you would like to know a bit more about this opportunity, or are considering applying, then please read the following job information.
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
Client Management Client Director in London employer: Fisher Investments
Contact Detail:
Fisher Investments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Management 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. Make it engaging and confident – remember, first impressions count!
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to referrals, which can be a game-changer in landing the job.
✨Tip Number 4
Don’t forget to follow up! After any meetings or interviews, send a thank-you note expressing your appreciation for the opportunity. It shows professionalism and keeps you top of mind as they make their decision.
We think you need these skills to ace Client Management Client Director in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Director role. Highlight your sales successes and experience with high-net-worth individuals. We want to see how your background 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 make you the perfect fit. Keep it engaging and personal – we love to see your personality come through.
Showcase Your Achievements: Quantify your achievements in your application. Numbers speak volumes, so if you've closed significant deals or exceeded sales targets, let us know! This will help us understand your impact in previous roles.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re serious about joining our team!
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 your potential employer that you have a quantifiable track record and are results-driven.
✨Showcase Your Interpersonal Skills
Since this role involves connecting with a diverse range of clients, practice articulating your interpersonal skills. Think of examples where you've successfully built relationships or resolved conflicts. This will help you convey your ability to engage effectively with clients during the interview.
✨Emphasise Your Entrepreneurial Spirit
Fisher Investments values an entrepreneurial mindset, so be prepared to share instances where you've taken calculated risks or innovated in your previous roles. Highlight how these experiences have shaped your approach to sales and client management.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities and resilience. Think about past challenges you've faced in sales and how you overcame them. This will demonstrate your optimistic outlook and ability to see failures as opportunities for growth.