Private Client Director
On-siteLondon, England, United Kingdom
Job Summary
Conduct high-net-worth lead qualification and scheduling for face-to-face appointments, driving new client acquisition and asset growth through warm initial calls and in-person selling. Leverage a quantifiable track record in closing investor business to meet individual sales targets, supported by dedicated portfolio management and client service groups focused on relationship transitions. Report to the Managing Director with a calculated risk-taking mindset and high activity orientation. The role requires RDR level 4 qualification and 5+ years of success selling to high net worth individuals. Fisher Investments Europe aligns with clients' best interests through a transparent fee structure and recognized European custodians.
Required 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
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