UK Investment Counsellor

4 weeks ago

Plano, Texas, United States Fisher Investments Full time
Role Overview

As a UK Investment Counsellor at Fisher Investments, you will be responsible for building and maintaining relationships with high-net-worth clients in the UK. This role requires a strong understanding of the UK market and regulatory practices, as well as excellent communication and interpersonal skills.

Key Responsibilities
  • Develop and implement customized investment strategies for clients based on their individual needs and goals
  • Provide ongoing portfolio management and monitoring to ensure alignment with client objectives
  • Collaborate with internal teams to ensure seamless client service and support
  • Stay up-to-date on market trends and regulatory changes to provide expert advice to clients
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 required
  • Excellent communication and interpersonal skills
Why Fisher Investments?

We are a fee-only fiduciary firm committed to providing exceptional service to our clients. Our team is dedicated to helping individuals and families achieve their financial goals through customized investment strategies and expert advice. If you are passionate about delivering exceptional client service and have a strong understanding of the UK market, we encourage you to apply for this exciting opportunity.

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