Investment Consultant for UK Clients

2 weeks ago

Clearwater, United States Fisher Investments Full time

Position Overview:

Are you passionate about providing exceptional financial guidance to high-net-worth individuals in the UK? As an Investment Consultant, you will be responsible for managing a portfolio of affluent clients, utilizing our firm’s unique approach to investment management. Fisher Investments International has been dedicated to serving private clients since 2009, and we pride ourselves on our distinct separation of sales and client service roles, allowing you to focus solely on client relationships.

Your Role:

In this position, you will act as the primary representative of Fisher Investments for our UK clientele. Collaborating closely with our internal investment strategists, research teams, and client service professionals, you will ensure that our clients receive the highest level of service. Our fee-only fiduciary model means that your compensation is aligned with the best interests of our clients, free from commission-based incentives.

Key Responsibilities:

  • Establish and nurture professional relationships with UK clients.
  • Conduct quarterly reviews of client portfolios to ensure alignment with their long-term financial objectives.
  • Provide education on our investment strategies, market developments, and competitive landscape.
  • Work with our sales team to expand your client base of high-net-worth individuals.
  • Maintain compliance with UK regulatory standards and fulfill operational duties.

Qualifications:

  • A bachelor’s degree or equivalent professional experience.
  • A minimum of 2 years in asset management or client services.
  • Ability to pass the Series 65 exam or an equivalent certification.
  • Proven track record of delivering outstanding client service.
  • A consultative approach focused on client needs and outcomes.

Why Choose Fisher Investments:

At Fisher Investments, we are committed to a greater purpose: enhancing the investment landscape. Our inclusive culture and tailored learning and development programs empower every employee to thrive. We are proud to offer comprehensive benefits, including:

  • Fully covered medical, dental, and vision premiums for you and your eligible dependents.
  • A generous 401(k) matching program.
  • 20 days of paid time off, in addition to 10 paid holidays.
  • Family support initiatives, including paid leave for primary caregivers and adoption assistance.
  • Financial assistance for fertility and family-forming needs.

Fisher Investments is an equal opportunity employer.

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