What are the responsibilities and job description for the Asset Allocation Specialist position at Fisher Investments?
About Our Investment Counselor Role:
Fisher Investments is seeking a skilled Investment Counsellor to service our high-net-worth clients in the United Kingdom. As an Investment Counsellor, you will work closely with our internal teams to provide expert investment advice and exceptional client service.
Key Responsibilities:
- Develop and implement customized investment plans for our UK clients
- Regularly review and analyze client portfolios to identify opportunities for improvement
- Collaborate with our sales team to grow your client base and contribute to business growth
- Maintain knowledge of UK regulatory requirements and ensure compliance
- Deliver outstanding client service and achieve exceptional results
Requirements:
- Bachelor's degree or equivalent work experience
- Minimum 2 years of experience in asset management, financial services, and client relations
- Series 65 certification or equivalent required
- Strong analytical and problem-solving skills
