Private Client Development Role
This position involves fostering relationships with high net worth prospective clients to assess their suitability for portfolio management services. The successful candidate will be responsible for calling and meeting potential clients, gathering information about their current situation, and evaluating whether they may benefit from Fisher Investments' services.
Responsibilities:
* Follow up on company-provided leads by contacting potential clients and setting appointments;
* Educate prospective clients on the competitive investment landscape and Fisher Investments' offerings;
Gather suitability information and documentation from potential customers so that our advice team can analyze it.
Skill Requirements:
* A Level 4 qualification in accordance with RDR requirements;
* A university degree or an equivalent combination of education/experience;Strong communication skills,, coupled with excellent listening said questioning skills; demonstrated work ethic; ability to set goals orientated results driven