Overview
The Opportunity:
The Private Client Executive (PCE) is responsible for calling high net worth prospective clients, holding phone meetings to gather information about their current situation, and then assessing whether the prospective client may be suited for the portfolio management services of Fisher Investments and further analysis. The PCE role is based in our Luxembourg office and will travel to visit prospective clients when necessary. New client relationships may be secured over the phone or, in some cases, in-person. You will be reporting to the VP of Sales Development.
The Day-to-Day:
- Apply successful business development skills, such as following through on Company provided leads by calling, setting appointments with and meeting prospective clients.
- Educate prospective clients on the competitive investment landscape, and the services of Fisher Investments, and the role of Fisher Investments Europe.
- Gather suitability information and documentation from prospective clients in order for the Private Client Advice group to analyse the information and formulate advice.
- Effectively explain the Company's Client Confidential Agreement (CCA) terms and conditions, including client fees and billing policies.
- Work closely with the assigned Investment Counsellor in initiating and maintaining the new client relationship.
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The PCEs will not receive any Account Executive set meetings and will be expected to set phone meetings from Company provided leads.
Your Qualifications:
- Level 4 Qualified meeting the RDR requirements.
- A University degree or equivalent combination of education/experience.
- Integrity and a strong professional reputation to be deemed fit and proper to carry out the responsibilities of a prospective client facing role.
- Strong communication skills coupled with excellent listening and questioning skills
- Demonstrated work ethic, goal-orientated, results driven and has excelled in current responsibilities.
- Superior knowledge of the Fisher service model , internal processes, investment philosophies and strategies.
- Native French language fluency required.
- English professional proficiency required.
All applicants will be reviewed by the Executive Managing Director, GVP Sales Support & Development and Director of Operations
Why Fisher Investments Luxembourg:
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that Fisher Investments and Fisher Investments Luxembourg align with our clients' priorities by using a simple and transparent fee structure and recognised European custodians.
It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:
- 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents;
- 28 days annual leave with the ability to purchase up to 3 additional days per year, plus up to 11 paid holidays;
- A supplemental retirement pension plan featuring a 4% contribution of base pay up to the social security ceiling and 12% for base pay over the ceiling, as well as a 50% match on personal contributions up to €600 annually;
- Up to €219.60 in employer-paid monthly lunch vouchers;
- Gym subsidy of up to €50 per month;
- $10,000 fertility, hormonal health and family-forming benefit;
- A collaborative working environment that practises ongoing training, educational support and employee appreciation events.
Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS LUXEMBOURG IS AN EQUAL OPPORTUNITY EMPLOYER