Home
/
Customer Service
/
Private Client Director
Private Client Director-January 2024
London
Jan 30, 2026
ABOUT FISHER INVESTMENTS
At Fisher Investments, we’re dedicated to providing unparalleled service and helping our clients meet their long-term financial goals.
1,001 - 5,000 employees
Financial Services, Client Services
VIEW COMPANY PROFILE >>
About Private Client Director

  Overview

  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 investorsRDR level 4 qualification5+ years of success selling to high net worth individualsQuantifiable track record in closing new investor businessMotivated mindset to set and reach goals: "money is a measure of success"Calculated risk-taker; willing to win-some, lose someProven closer; outstanding documented sales abilityOptimistic outlook; see failures as opportunities to improve and find solutionsHigh activity orientation and persistent through setbacksAbility to connect with a wide array of audiences through dynamic interpersonal skillsHighly 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 dependents28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidaysEnhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees 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 contributionsGym subsidy of up to £50 per monthEmployee Assistance Program and other emotional wellbeing servicesA collaborative working environment that practises ongoing training, educational support and employee appreciation events

  We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.

  FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Client Service Coordinator Position Available
SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator (CSC) drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms
Client Services Project Manager I
Job Description Position Summary: As a member of Global Client Services, you are part of One Global Distributed Team: Empowered to Act, Make Connections and get results for our customers and their pa
Cashier - Thomas More University
Job Description We?re looking for a ?Cashier? because ?Being Awesome? isn?t a job title we can use. The perfect recipe for a Cashier on our team? A bit of sugar and spice, and a pinch of everything n
Teller I - 20 hours - Tewksbury, MA (2345 Main St)
Hours 20 hours week including weekends (Saturdays & Sundays) Job Details The Teller I provides legendary Customer Service while processing Customer transactions face-to-face for a variety of rout
Cashier
Job Description We?re looking for a ?Cashier? because ?Being Awesome? isn?t a job title we can use. The perfect recipe for a Cashier on our team? A bit of sugar and spice, and a pinch of everything n
Part-Time Customer Specialist
6128 - Killeen - 3504 E. Central Texas Espressway, Killeen, Texas, 76543 CarMax, the way your career should be! About this job As a Customer Specialist, you will be empowered to provide an iconic exp
Mgr IT Acct Mgmt Client Delivery Specialist I
Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced
Teller I (US) - Dover, NH (Weeks Ln)
Hours Flexible to include weekends Job Details The Teller I provides legendary Customer Service while processing Customer transactions face-to-face for a variety of routine to more complex financial
Senior Technical Support Engineer, Focused Services
Company Description Our Mission At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a worl
Sr Technical Support Engineer, Strata, US Government
Company Description To comply with U.S. federal government requirements, U.S. citizenship is required for this position. Our Mission At Palo Alto Networks® everything starts and ends with our mission
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved