Private Client Director - Singapore
$120,000–$120,000 year
On-siteSingapore, Singapore
Job Summary
Contact leads generated by Fisher Investments' marketing group and engage with high-net-worth wholesale prospective clients to evaluate their financial goals. Educate these clients on the variety of Fisher Investments' offerings while presenting wealth management solutions tailored to their needs. Manage your business remotely from your home, covering a local territory within driving distance, and report to the Managing Director for resource support. Qualified lead flow is provided with no need for cold calling. This role focuses solely on acquiring high-net-worth clients within a collaborative environment that practices ongoing training and employee appreciation.
Required Qualifications
- 5+ years experience selling financial services to private investors
- Multi-year track record of success acquiring high-net-worth private clients
- Experience in high-volume phone activity and in-person meetings
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