Global Financial Strategist
5 days ago
We are seeking a talented Global Financial Strategist to join our team at Fisher Investments International. As an Investment Counsellor, you will be the voice of our firm to high-net-worth clients in the UK. You will partner with our internal portfolio decision-makers, research teams, client service associates, and sales team to provide exceptional service.
The Opportunity:
You will work closely with our clients to build trusting relationships, proactively connecting with them on a quarterly basis to review their asset allocation and ensure we're meeting their long-term financial goals. You will also educate clients on our top-down portfolio strategy, their investments, important market events, and the competitive landscape.
**Key Responsibilities:**
- Build strong relationships with high-net-worth clients in the UK
- Provide proactive quarterly reviews of clients' asset allocation
- Educate clients on our investment approach and strategies
**Requirements:**
- Bachelor's degree or equivalent work experience
- 2+ years of experience in asset management, financial services, or a related field
- Series 65 exam or equivalent required
**Compensation:**
- $80,000 - $130,000 base salary per year in WA
- Eligible for discretionary bonus based on firm and individual performance
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