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UK Investment Counsellor

2 months ago

Clearwater, United States Fisher Investments Full time
About the Role

Fisher Investments is seeking a highly skilled UK Investment Counsellor to join our team in Tampa, FL. As a key member of our client service team, you will be responsible for building and maintaining strong relationships with our high-net-worth clients in the UK.

Key Responsibilities
  • Client Relationship Management: Work closely with clients to understand their investment goals and objectives, and provide tailored investment solutions to meet their needs.
  • Portfolio Management: Collaborate with our internal portfolio decision-makers to develop and implement investment strategies that align with our clients' goals.
  • Client Communication: Proactively connect with clients on a quarterly basis to review their asset allocation and provide updates on their investments.
  • Market Analysis: Stay up-to-date on market trends and provide clients with regular market analysis and insights.
  • Regulatory Compliance: Ensure compliance with UK regulatory practices and maintain accurate records of client interactions.
Requirements
  • Education: Bachelor's degree or equivalent work experience.
  • Experience: 2+ years of experience in asset management, financial services, or a related field.
  • Certifications: Required to pass the Series 65 exam or equivalent.
  • Skills: Strong communication and interpersonal skills, with the ability to build and maintain strong relationships with clients.
About Fisher Investments

Fisher Investments is a leading global investment management firm that is committed to providing exceptional investment solutions to our clients. We offer a dynamic and supportive work environment, with opportunities for professional growth and development.