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Investment Advisor for UK Clients

2 months ago

St Petersburg, United States Fisher Investments Full time

About the Role:

Are you passionate about providing exceptional service to high-net-worth individuals? As an Investment Advisor focused on the UK market, you will engage with a select group of affluent clients, delivering tailored investment strategies and insights. At Fisher Investments International, we pride ourselves on our dedicated approach to client management, ensuring that our advisors can concentrate solely on serving client needs without the distractions of sales pressure.

Your Responsibilities:

  • Establish and nurture professional relationships with clients based in the UK.
  • Conduct regular outreach to clients to assess their investment portfolios and align them with their long-term financial aspirations.
  • Provide education on our comprehensive portfolio management strategy, market trends, and investment opportunities.
  • Collaborate with our internal teams to enhance client service and support.
  • Maintain a strong understanding of UK financial regulations and ensure compliance in all client interactions.

Your Qualifications:

  • A Bachelor’s degree or equivalent professional experience.
  • Minimum of 2 years in asset management or client service roles.
  • Ability to pass the Series 65 exam or equivalent certification.
  • Demonstrated commitment to client satisfaction and results-oriented service.
  • A consultative approach with a focus on building trust and understanding client needs.

Why Choose Fisher Investments?

At Fisher Investments, we are dedicated to enhancing the investment landscape. Our inclusive culture and personalized development programs empower employees to thrive. We offer competitive benefits, including:

  • Comprehensive health coverage for you and your eligible dependents.
  • Generous retirement plan contributions.
  • Paid time off and holidays to support work-life balance.
  • Family support initiatives, including paid caregiver leave and adoption assistance.
  • Financial assistance for family planning and health needs.

Fisher Investments is an Equal Opportunity Employer.