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Investment Consultant for UK Clients
2 months ago
About the Role:
Are you passionate about providing exceptional financial guidance to high-net-worth individuals? As an Investment Consultant specializing in UK clientele, you will play a pivotal role in delivering tailored investment strategies. Our firm, renowned for its commitment to client-centric service, offers a unique opportunity to leverage your financial expertise without the pressure of sales quotas.
Your Responsibilities:
- Establish and nurture professional relationships with clients based in the UK.
- Conduct quarterly reviews to assess asset allocation and align with clients' long-term financial objectives.
- Educate clients on our comprehensive portfolio management approach, significant market developments, and the competitive landscape.
- Collaborate with our dedicated sales team to gradually expand your portfolio of high-net-worth clients.
- Ensure compliance with UK regulatory standards and fulfill associated operational duties.
Qualifications:
- Bachelor's degree or equivalent professional experience.
- A minimum of 2 years in asset management or client service roles.
- Must pass the Series 65 exam or an equivalent qualification.
- Demonstrated ability to achieve results while providing outstanding service.
- A consultative approach with a strong emphasis on client satisfaction.
Why Choose Fisher Investments:
At Fisher Investments, we are driven by a greater mission: enhancing the investment landscape. We pride ourselves on fostering an inclusive culture and providing tailored learning and development opportunities for every employee. Our commitment to our team is reflected in our comprehensive benefits package, which includes:
- Fully covered medical, dental, and vision premiums for you and your eligible dependents.
- A generous 401(k) match, up to the IRS limit.
- 20 days of paid time off, in addition to 10 paid holidays.
- Family support initiatives, including paid primary caregiver leave and adoption assistance.
- Financial assistance for fertility and family-forming needs.
Fisher Investments is proud to be an equal opportunity employer.
