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Investment Advisor for UK Clients
2 months ago
Position Overview:
Are you passionate about providing exceptional financial guidance to high-net-worth individuals in the UK? As an Investment Advisor, you will be responsible for managing a portfolio of esteemed clients. Our firm, renowned for its commitment to client-centric services, has developed a unique model that separates sales from client service, allowing you to focus solely on your clients' needs.
Your Role:
In this position, you will serve as the primary liaison between Fisher Investments and our UK clientele. Collaborating with our internal investment strategists, research teams, and dedicated client service professionals, you will ensure that our clients receive unparalleled support. As a fee-only fiduciary firm, our compensation model is designed to align with our clients' best interests, eliminating any reliance on commissions.
Key Responsibilities:
- Establish and nurture professional relationships with UK clients.
- Conduct quarterly reviews of clients' asset allocations to align with their long-term financial objectives.
- Provide insights on our comprehensive portfolio strategies, market trends, and investment opportunities.
- Work closely with our sales team to gradually expand your client base.
- Maintain a thorough understanding of UK regulatory standards and ensure compliance in all operations.
Qualifications:
- Bachelor's degree or equivalent professional experience.
- A minimum of 2 years in asset management or client services.
- Must pass the Series 65 exam or equivalent certification.
- Demonstrated ability to deliver exceptional client service.
- A consultative approach with a strong emphasis on client satisfaction.
Why Choose Fisher Investments:
At Fisher Investments, we are dedicated to enhancing the investment landscape. Our inclusive culture and tailored learning and development programs empower every employee to thrive. We offer competitive benefits, including:
- Comprehensive medical, dental, and vision coverage for you and your dependents.
- A generous 401(k) matching program.
- 20 days of paid time off, plus 10 paid holidays.
- Family support initiatives, including paid caregiver leave and adoption assistance.
- Financial assistance for fertility and family planning needs.
Fisher Investments is an equal opportunity employer.
