Private Client Director
Core
Call high-net-worth leads, qualify them, and schedule face-to-face appointments to gather new clients and assets for the firm.
Role type
Senior sales director (private client acquisition)
Builds
New client relationships and asset inflows for Fisher Investments
Domain
Wealth management / Financial services
Deliverable
client delivery
Required skills
High-net-worth sales, RDR level 4 qualification, closing new investor business, goal setting, risk assessment, interpersonal communication, persistence, ethical professionalism
Preferred skills
Entrepreneurial mindset, optimistic outlook, ability to connect with diverse audiences
Responsibilities
Make warm initial calls to provided leads, conduct in-person selling to close business, report to Managing Director
Seniority
Senior, hands-on IC