International Private Client Adviser (US Based) - Canadian Clients
On-site
Core
Inside sales role engaging high-net-worth Canadian clients via phone to convert them into clients of Fisher Investments.
Role type
Inside Sales Private Client Adviser
Builds
New client acquisition for a global investment firm
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
phone sales, financial analysis, prospecting, client relationship management, portfolio management
Preferred skills
CFA Level 1 or above, advanced phone sales techniques
Technologies
CRM systems, portfolio management tools
Responsibilities
Engage prospects over the phone, review personal financial situations, provide investment solutions, partake in ongoing training in sales and finance
Seniority
Mid-level, sales focused
