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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 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:
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 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 Director in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get that chance to meet someone face-to-face, make sure you can confidently explain who you are and what you bring to the table. Tailor your pitch to highlight your sales success and ability to connect with high-net-worth individuals.
✨Tip Number 3
Follow up after meetings! If you’ve had a chat with someone or attended an event, drop them a quick message to thank them for their time. This keeps you on their radar and shows you’re genuinely interested in building relationships.
✨Tip Number 4
Apply through our website! We want to see your application come through directly. It shows initiative and gives us a chance to see your enthusiasm for the role. Plus, it’s the best way to ensure your application gets the attention it deserves!
We think you need these skills to ace Client Management Director in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Management 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 showcase your motivation and why you’re the perfect fit for our team. Don’t forget to mention your entrepreneurial spirit and how you’ve successfully closed deals in the past.
Showcase Your Skills: In your application, be sure to highlight your dynamic interpersonal skills and ability to connect with diverse audiences. We love candidates who can demonstrate their calculated risk-taking and optimistic outlook!
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 and get you on the path to joining our fantastic 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 that you’re not just talk; you have the numbers to back it up.
✨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.
✨Embrace the Entrepreneurial Spirit
Fisher Investments values an entrepreneurial mindset. Think about times when you took calculated risks in your career. Be ready to share these experiences and how they led to successful outcomes, demonstrating your willingness to take initiative.
✨Stay Positive and Resilient
Prepare to discuss setbacks you've faced and how you turned them into learning opportunities. Emphasising your optimistic outlook and persistence will resonate well with the interviewers, as they seek someone who can thrive in a challenging environment.