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International Portfolio Manager

2 months ago

Vancouver, Washington, United States Fisher Investments Full time
About the Role

Fisher Investments is seeking a highly skilled and experienced UK Investment Counsellor to join our team in the United States. As a key member of our international team, you will be responsible for building and maintaining relationships with high-net-worth clients in the UK, providing them with exceptional investment advice and service.

Key Responsibilities
  • Work closely with clients to understand their investment goals and objectives
  • Develop and implement customized investment strategies to meet client needs
  • Provide regular portfolio reviews and recommendations to ensure clients are on track to meet their goals
  • Collaborate with our sales team to identify new business opportunities and grow our client base
  • Stay up-to-date on market trends and regulatory changes that may impact client investments
Requirements
  • Bachelor's degree or equivalent work experience
  • 2+ years of experience in asset management, financial services, or a related field
  • Series 65 exam or equivalent
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
What We Offer
  • $80,000 - $130,000 base salary per year
  • Eligible for discretionary bonus based on firm and individual performance
  • 100% paid medical, dental, and vision premiums for you and your qualifying dependents
  • 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays
  • Family Support programs, including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
  • $10,000 fertility, hormonal health, and family-forming benefit