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- Tasks: Engage high-net-worth clients, schedule meetings, and drive sales growth.
- Company: Fisher Investments is a leading money management firm focused on client financial well-being.
- Benefits: Enjoy 28 days leave, top-tier health plans, gym subsidies, and a supportive work environment.
- Why this job: Join a dynamic team with a client-first approach and opportunities for personal growth.
- Qualifications: 5+ years in sales, RDR Level 4 qualified, and exceptional interpersonal skills required.
- Other info: This role offers a unique chance to thrive in a collaborative and ethical workplace.
The predicted salary is between 43200 - 72000 £ per year.
As a Private Client Director at Fisher Investments, you will contact high-net-worth leads provided by us, qualify them, and schedule face-to-face appointments. Your goal is to acquire new clients and assets for our firm through in-person meetings and warm calls. This role is entrepreneurial, supported by dedicated portfolio management and client service teams that handle client transition and retention, allowing you to focus on sales. You will report to the Managing Director.
Your Qualifications:
- Proven success in individual sales with stock market investors
- RDR Level 4 qualification
- Over 5 years of experience selling to high-net-worth individuals
- Track record of closing new investor business
- Motivated to set and achieve goals, viewing money as a success metric
- Willingness to take calculated risks and learn from setbacks
- Exceptional sales closing skills
- Optimistic outlook, viewing failures as opportunities
- High activity levels and persistence
- Strong interpersonal skills to connect with diverse audiences
- Highly ethical and professional
Why Fisher Investments Europe:
We prioritize client-first service, transparency, and personalized investment approaches, using recognized European custodians and clear fee structures. To support our employees' long-term goals, we offer benefits such as:
- 100% paid premiums for top-tier medical, dental, and health screening plans for employees and dependents
- 28 days annual leave, with options to purchase up to 3 additional days, plus 8 paid holidays
- Enhanced maternity pay with 16 weeks' top-up to full pay for eligible staff
- $10,000 fertility and family health benefits
- Retirement plan with 9% employer contribution and up to 5% matching
- Gym subsidy up to £50/month
- Employee Assistance Program and wellbeing services
- A collaborative environment with ongoing training and events
Fisher Investments Europe is an equal opportunity employer. Fisher Investments is a unique money management firm committed to a higher purpose: improving our clients' financial well-being through transparent, client-focused services.
Private Client Director | London, UK (Basé à London) employer: Golden Bees
Contact Detail:
Golden Bees Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Director | London, UK (Basé à London)
✨Tip Number 1
Network with professionals in the finance and investment sectors. Attend industry events, seminars, or webinars where you can meet high-net-worth individuals and other potential clients. Building relationships in these circles can lead to valuable referrals.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise and connect with potential clients. Share insightful content related to investment strategies and market trends to position yourself as a knowledgeable resource.
✨Tip Number 3
Prepare for face-to-face meetings by researching your prospects thoroughly. Understand their financial backgrounds and interests so you can tailor your pitch to address their specific needs and concerns effectively.
✨Tip Number 4
Practice your sales closing techniques regularly. Role-play scenarios with colleagues or mentors to refine your approach and boost your confidence when it comes to sealing the deal with high-net-worth clients.
We think you need these skills to ace Private Client Director | London, UK (Basé à London)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in sales, particularly with high-net-worth individuals. Include specific achievements and metrics that demonstrate your success in closing deals.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for the role and your understanding of Fisher Investments' client-first approach. Mention how your skills align with their values and goals.
Highlight Relevant Qualifications: Clearly state your RDR Level 4 qualification and any other relevant certifications. This will help establish your credibility and expertise in the financial sector.
Showcase Interpersonal Skills: In your application, provide examples of how you've successfully connected with diverse audiences. Highlight your strong interpersonal skills and how they have contributed to your sales success.
How to prepare for a job interview at Golden Bees
✨Showcase Your Sales Success
Be prepared to discuss your proven track record in sales, especially with high-net-worth individuals. Highlight specific examples of how you've successfully closed deals and the strategies you used to achieve those results.
✨Demonstrate Your Knowledge of the Market
Familiarise yourself with current market trends and investment strategies. Being able to discuss these topics confidently will show that you are knowledgeable and passionate about the industry, which is crucial for a Private Client Director role.
✨Emphasise Your Interpersonal Skills
Since this role involves connecting with diverse audiences, be ready to showcase your strong interpersonal skills. Share examples of how you've built relationships with clients and how you handle different personalities effectively.
✨Prepare for Ethical Scenarios
Given the emphasis on ethics and professionalism in the job description, think about potential ethical dilemmas you might face in the role. Be ready to discuss how you would handle such situations while maintaining client trust and integrity.
