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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: Fisher Investments prioritises client satisfaction with a personalised approach to investing.
- Benefits: Enjoy 28 days leave, top-tier health plans, gym subsidies, and a supportive work environment.
- Why this job: Join a dynamic team focused on success, personal growth, and making a real impact.
- Qualifications: 5+ years in sales with high-net-worth individuals and a proven track record in closing deals.
- Other info: We value diversity and are an equal opportunity employer.
The predicted salary is between 43200 - 72000 £ per year.
The Opportunity:
Increase your chances of an interview by reading the following overview of this role before making an application.
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. xiskglj
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
Contact Detail:
Fisher Investments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Director
✨Tip Number 1
Network with professionals in the finance and investment sectors. Attend industry events or join relevant online forums to connect with high-net-worth individuals and other sales professionals. Building relationships can lead to valuable referrals and insights.
✨Tip Number 2
Develop a strong personal brand that showcases your expertise in dealing with high-net-worth clients. Use social media platforms like LinkedIn to share insights, articles, and success stories that highlight your sales achievements and knowledge of the market.
✨Tip Number 3
Practice your pitch and refine your selling techniques. Role-playing scenarios with a friend or mentor can help you become more comfortable with in-person selling and closing deals, which is crucial for this role.
✨Tip Number 4
Stay updated on market trends and investment strategies that appeal to high-net-worth individuals. Being knowledgeable about current events and financial products will help you engage potential clients and demonstrate your value as a Private Client Director.
We think you need these skills to ace Private Client Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your sales achievements, particularly with high-net-worth individuals. Use quantifiable metrics to demonstrate your success in closing deals and meeting targets.
Craft a Compelling Cover Letter: In your cover letter, emphasise your entrepreneurial spirit and ability to connect with clients. Share specific examples of how you've successfully navigated challenges in sales and turned setbacks into opportunities.
Highlight Relevant Qualifications: Clearly state your RDR level 4 qualification and any other relevant certifications. This will show that you meet the necessary qualifications for the role and are serious about your professional development.
Showcase Your Interpersonal Skills: Since the role involves dynamic interpersonal interactions, provide examples of how you've effectively communicated with diverse audiences. Highlight your ability to build relationships and maintain client trust.
How to prepare for a job interview at Fisher Investments
✨Showcase Your Sales Success
Be prepared to discuss your quantifiable sales achievements in detail. Highlight specific examples of how you've successfully closed deals with high-net-worth individuals, as this will demonstrate your capability and experience in the field.
✨Demonstrate Your Interpersonal Skills
Since the role involves connecting with a diverse range of clients, practice showcasing your dynamic interpersonal skills. Be ready to engage in conversation that reflects your ability to build rapport and trust with potential clients.
✨Emphasise Your Motivated Mindset
Fisher Investments values a motivated mindset. Share instances where you set ambitious goals and achieved them, illustrating your determination and resilience, especially in the face of setbacks.
✨Prepare for Ethical Scenarios
Given the importance of ethics in finance, be prepared to discuss how you handle ethical dilemmas. This will show your professionalism and alignment with the company's values, which is crucial for building long-term client relationships.
