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- Tasks: Engage high-net-worth clients through calls and face-to-face meetings to grow our client base.
- Company: Join Fisher Investments, a leading firm prioritising client success and inclusivity.
- Benefits: Enjoy 28 days annual leave, top-tier health plans, and a gym subsidy.
- Why this job: Be part of a dynamic team focused on personal growth and client satisfaction.
- Qualifications: 5+ years in sales with high-net-worth individuals and proven closing skills required.
- Other info: Fisher Investments is an equal opportunity employer committed to diversity.
The predicted salary is between 43200 - 72000 £ per year.
This job is with Fisher Investments, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
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 (London) employer: Fisher Investments
Contact Detail:
Fisher Investments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Director (London)
✨Tip Number 1
Familiarise yourself with Fisher Investments' values and client-first approach. Understanding their philosophy will help you align your pitch and demonstrate how you can contribute to their mission during interviews.
✨Tip Number 2
Network within the financial services industry, especially with professionals who have experience in high-net-worth sales. Building connections can provide valuable insights and potentially lead to referrals or recommendations.
✨Tip Number 3
Prepare for role-play scenarios that mimic the warm calling and face-to-face selling aspects of the job. Practising these interactions can boost your confidence and improve your ability to close deals effectively.
✨Tip Number 4
Stay updated on market trends and investment strategies relevant to high-net-worth individuals. Being knowledgeable about current events will allow you to engage clients in meaningful conversations and showcase your expertise.
We think you need these skills to ace Private Client Director (London)
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, express your motivation for applying to Fisher Investments. Highlight your entrepreneurial spirit and how your skills align with the role of Private Client Director, focusing on your ability to connect with clients.
Showcase Relevant Experience: Detail your experience in the financial sector, especially any roles that involved direct client interaction or sales. Emphasise your RDR level 4 qualification and any other relevant certifications.
Demonstrate Your Interpersonal Skills: Use specific examples in your application to illustrate your dynamic interpersonal skills. Mention situations where you successfully navigated challenges or built strong relationships with clients.
How to prepare for a job interview at Fisher Investments
✨Showcase Your Sales Success
Prepare to discuss your quantifiable sales achievements, especially those related to high-net-worth individuals. Be ready to share specific examples of how you've successfully closed deals and the strategies you used to achieve those results.
✨Demonstrate Your Interpersonal Skills
As a Private Client Director, you'll need to connect with diverse clients. Practice articulating how your dynamic interpersonal skills have helped you build relationships in the past, and be prepared to engage in a friendly yet professional manner during the interview.
✨Emphasise Your Entrepreneurial Spirit
This role is highly entrepreneurial, so highlight your ability to take calculated risks and your motivation to set and reach ambitious goals. Share instances where you've taken initiative and how that led to successful outcomes.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities and resilience. Think of examples where you've faced setbacks in sales and how you turned those challenges into opportunities for growth. This will demonstrate your optimistic outlook and persistence.
