About the Role
The Private Client Manager is responsible for building relationships with high net worth individuals, understanding their financial situations and goals, and assessing whether they are suited for our portfolio management services.
Responsibilities:
* Foster successful business development skills to convert leads into new client relationships
* Educate clients on investment landscape and services offered by Fisher Investments Europe
* Gather suitability information and documentation from prospective clients
* Work closely with assigned Investment Counsellor in initiating and maintaining client relationship
----------------------------------- Kesks Skills & Qualifications:
To be successful in this role, you will need:
- A strong professional reputation
- Strong communication skills coupled with excellent listening and questioning skills
- Demonstrated work ethic
- Goal-orientated results driven individual
– Superior knowledge of Fisher service model internal processes investment philosophies strategies Native language fluency required English professional proficiency required Exam agreed by FSMA related field,K Benefits,
Career Advancement Opportunities: Some benefits include an array enhanced maternity pay package top-up pension plan featuring company matching program monthly gym subsidy employee assistance programme other emotional wellbeing services.
,Othersof being part of a collaborative working environment that practises ongoing training educational support employee appreciation events equals an equal opportunity employer K Pe)<