Belgian 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
Sales Development Representative (Private Client)
Builds
New client relationships for Fisher Investments Europe
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Business development, cold calling, appointment setting, client education, suitability assessment, document gathering, fee structure explanation, relationship initiation
Preferred skills
Knowledge of Fisher service model, internal processes, investment philosophies and strategies
Technologies
N/A
Responsibilities
Follow through on company provided leads by calling prospective clients, set appointments and meet clients, educate clients on the competitive investment landscape and Fisher Investments services, gather suitability information and documentation, explain Client Confidential Agreement terms and conditions, work with Investment Counsellors to initiate and maintain new client relationships
Seniority
Individual Contributor