What are the responsibilities and job description for the Financial Services Consultant position at Fisher Investments?
Fisher Investments seeks an experienced Investment Counsellor to provide expert advice and guidance to high-net-worth clients in the United Kingdom. As a key member of our team, you will work closely with clients to understand their financial objectives and develop tailored investment solutions.
You will collaborate with cross-functional teams to ensure seamless delivery of high-quality services to clients, while maintaining up-to-date knowledge of UK regulatory requirements and industry best practices.
Our ideal candidate has a bachelor's degree or equivalent work experience, 2 years of experience in asset management, financial, and client services, and is required to pass the Series 65 exam or equivalent.
Main Responsibilities:
- Build strong relationships with clients to understand their financial needs and preferences
- Develop and implement customized investment strategies to meet client objectives
- Stay informed about market trends and developments that may impact client portfolios
- Maintain accurate records of client interactions and updates
Skills and Qualifications:
- Bachelor's degree or equivalent work experience
- 2 years of experience in asset management, financial, and client services
- Required to pass the Series 65 exam or equivalent
- Achieve results and provide unparalleled service
- A thoughtful consultative approach with an emphasis on client focus
