Home
/
Customer Service
/
Private Client Director
Private Client Director-May 2024
London
May 3, 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
Teller
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work
Pharmacy Customer Service Associate
Models and delivers a distinctive and delightful customer experience.Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.In ac
Teller Bethesda Area
Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our Well Life approach to supporting employees' career aspirations, work-life balance
Teller Part Time
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work
Teller Part Time Evergreen
Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our Well Life approach to supporting employees' career aspirations, work-life balance
Operational Support Administrator
Primary Role: The Operational Support Administrator at HUB International is an integral member of the operations team and will provide direct support related to operations and client services. Duties
Commercial Lines Customer Service Representative
ABOUT HUB INTERNATIONAL: HUB International Limited (HUB) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and hea
Cashier - NHQ
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
Cashier - 3535 Colonnade Pkwy
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
Retail Loss Prevention Customer Service Associate
Style is never in short supply at our more than 1,000 TJ Maxx stores. They all have different products, but the same commitment to the thrill of the find. From designers straight off the runway to st
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved