Danish Private Client Executive
Core
Calling high net worth prospective clients, holding phone meetings to gather information, and assessing suitability for portfolio management services.
Role type
Private Client Executive (Sales Development)
Builds
New client relationships for Fisher Investments Europe
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Danish language fluency, English professional proficiency, business development, client acquisition, suitability assessment, investment landscape education, client confidentiality agreement explanation
Preferred skills
University degree or equivalent experience, strong professional reputation, goal-orientated work ethic
Responsibilities
Follow through on company-provided leads by calling and setting appointments, educate prospects on competitive investment landscape and Fisher Investments services, gather suitability information and documentation, explain Client Confidential Agreement terms and fees, work with Investment Counsellors to initiate new client relationships
Seniority
Individual Contributor
