Senior Portfolio Specialist
7 days ago
**About Fisher Investments**
Fisher Investments is a fee-only fiduciary firm dedicated to delivering superior investment results for our private clients.
We're committed to bettering the investment universe by offering an elevated finance and capital markets education through our unique training program.
Our approach focuses on top-down portfolio strategy, ensuring our clients' long-term financial goals are met.
Key Responsibilities:
- Proactively connect with high-net-worth clients in the UK on a quarterly basis to review asset allocation and ensure alignment with their financial objectives.
- Educate clients on our investment strategies, market events, and competitive landscape.
- Rely on our sales team to gradually build a roster of high-net-worth clients within the first year.
- Demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities.
Requirements:
- Bachelor's degree or equivalent work experience.
- ~2+ years of experience in asset management, financial services, and client relationships.
Why Join Us?
- We offer a comprehensive compensation package, including 100% paid medical, dental, and vision premiums for you and your dependents.
- 20 days of PTO, plus 10 paid holidays, allowing you to maintain a healthy work-life balance.
- Family Support programs, including 8 weeks of Paid Primary Caregiver Leave, fertility assistance, family forming support, and back-up childcare.
About You:
- You have a strong background in finance and a passion for delivering exceptional client service.
- You're comfortable working in a dynamic environment and are eager to take on new challenges.
Estimated Salary: $120,000 - $150,000 per annum
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