High Net Worth Client Portfolio Manager

3 weeks ago


Portland, Oregon, United States Fisher Investments Full time
Company Overview:
Fisher Investments International is a specialized firm that has developed a unique approach to serving high-net-worth clients. Our commitment to being a fee-only fiduciary firm means our compensation structure aligns with our clients' best interests without relying on commissions.

Salary:
The estimated salary for this position is between $80,000 and $130,000 per year in the state of WA, with new hires starting at the lower end of the range depending on experience. Additionally, employees are eligible for discretionary bonuses based on firm and individual performance.

Job Description:
As a UK Investment Counsellor, you will be the central voice of Fisher Investments International, working from the United States. Your primary responsibilities will include:
  • Building trusting and professional relationships with our UK clients
  • Proactively connecting with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long-term financial goals
  • Educating clients on our top-down portfolio strategy, their investments, important market events, and competitive landscape
  • Relying on our sales team to gradually build your roster of high-net-worth clients within the first year
  • Demonstrating knowledge of UK regulatory practices and adhering to associated operational responsibilities

Required Skills and Qualifications:
To succeed in this role, you will need:
  • A Bachelor's degree or equivalent work experience
  • 2+ years of experience in asset management, financial, and client services
  • The ability to pass the Series 65 exam or equivalent
  • A consultative approach with an emphasis on client focus

Benefits:
Fisher Investments offers a comprehensive benefits package, including:
  • 100% paid medical, dental, and vision premiums for you and your qualifying dependents
  • A 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

Why Choose Fisher Investments:
We take pride in our inclusive culture, learning and development framework customized for every employee, and Great Place to Work Certification.

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