Location: London, England, United Kingdom
Category: Sales
Salary: 80,000 - 120,000 GBP / yearly
Full-time
As a Private Client Director with Fisher Investments Europe, you will be responsible for calling high-net-worth leads, qualifying them, and scheduling face-to-face appointments to gather new clients and assets for the firm. This role involves warm calls and in-person selling to close business.
Qualify and schedule face-to-face appointments with high-net-worth leads provided.
Meet with prospective clients to gather new clients and assets for the firm.
Focus on selling while being supported by portfolio management and client service groups.
RDR level 4 qualification.
5+ years of successful sales experience with high net worth individuals.
Proven track record in closing new investor business.
Highly motivated with a mindset to set and achieve goals.
100% paid premiums for medical, dental, and health screening plans.
28 days annual leave with the ability to purchase additional days.
Enhanced maternity pay package and fertility benefits.
Fisher Investments Europe puts clients first and provides unmatched service.
We offer a transparent fee structure and recognised European custodians.