What are the responsibilities and job description for the Investment Solutions Professional position at Fisher Investments?
Fisher Investments is seeking an experienced Investment Counsellor to partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to provide exceptional service to high-net-worth clients in the United Kingdom.
This role involves building trusting and professional relationships with clients, proactively connecting with them on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long-term financial goals.
We're looking for someone who can educate clients on our top-down portfolio strategy, their investments, important market events, and competitive landscape, while demonstrating knowledge of UK regulatory practices and adhering to associated operational responsibilities.
Responsibilities:
- Work closely with clients to understand their financial objectives and develop tailored investment solutions
- Collaborate with cross-functional teams to ensure seamless delivery of high-quality services to clients
- Educate clients on our investment approach and keep them informed about market developments
- Maintain up-to-date knowledge of UK regulatory requirements and industry best practices
Requirements:
- 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
