5+ years of experience selling to high net worth individuals, Proven track record in closing new investor business, Strong interpersonal skills to connect with diverse audiences, Motivated and optimistic mindset with a focus on goal achievement..
Key responsabilities:
Qualify and schedule face-to-face appointments with high-net-worth leads
Focus solely on acquiring new private clients with liquid assets over 350,000 Euros
Work independently from home as a tied agent without administrative duties
Report directly to the Managing Director and collaborate with support teams.
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Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client International. Together, these groups serve a diverse global client base that includes corporations, public and multi-employer pension funds, foundations and endowments, governments and high net worth families.
Fisher Investments was founded in 1979 by Ken Fisher, who served as CEO for 37 years and now serves as Executive Chairman and Co-Chief Investment Officer. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. He now writes monthly native language columns in major media organs around the world, spanning more countries and more total volume than any other columnist of any type ever. Ken has written 11 books—including 4 New York Times bestsellers—and has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets.
For more information on Fisher Investments, please visit www.fisherinvestments.com.
Careers Page: https://www.fisherinvestments.com/en-us/careers
Important Disclosures: https://www.fisherinvestments.com/en-us/disclosures
Privacy Policy: https://www.fisherinvestments.com/en-us/privacy
Community Guidelines: https://www.fisherinvestments.com/en-us/communityguidelines
As a Regional Sales Manager with Fisher Investments Luxembourg, you will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for our firm. This position is highly entrepreneurial and involves extensive calling (although no cold-calling) and direct consultative selling to close business. You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships.
The Day-to-Day:
Work from your home as an independent contractor (tied agent) and focus totally on acquisition (no administrative or after-sale activities)
Sell to high net worth individuals
Focus on bringing on new private clients with liquid assets of more than 350,000 Euros
Receive support from our teams and have a constant flow of leads generated by Fisher and marketing materials
Cultivate an understanding of Fisher Investments market philosophy, supported by sessions ranging from Capital Markets to sales training
Report directly to the Managing Director
Your Qualifications:
Consistent and quantifiable individual sales success with stock market investors
5+ years of success selling to high net worth individuals
Quantifiable track record in closing new investor business
Traits of top salespeople:
Motivated mindset to set and reach goals: "money is a measure of success"
Calculated risk-taker; willing to win-some, lose some
Optimistic outlook; see failures as opportunities to improve and find solutions
High activity orientation and persistent through setbacks
Ability to connect with a wide array of audiences through dynamic interpersonal skills
Highly ethical and professional
Why Fisher Investments Luxembourg:
The Fisher organization has a long history of managing global investments and tailoring portfolio management to help our clients reach their long-term goals. We pride ourselves on our:
Highly lucrative compensation structure with uncapped earning potential
First class service with a 99% client retention rate
Transparent fee structure that aligns firm interests with client priorities
Separation of job responsibilities so you can dedicate 100% of your time to sales
Full-time work from home opportunity
Client assets are held at recognized European custodians and managed by Fisher Investments in the United States.
FISHER INVESTMENTS LUXEMBOURG IS AN EQUAL OPPORTUNITY EMPLOYER
Required profile
Experience
Spoken language(s):
French
Check out the description to know which languages are mandatory.