Career Opportunities

Below please find our current job opportunities. To truly be pioneers in our industry, we need to do more, go further, dream bigger and challenge conventional wisdom. 

 

If you want to be part of our journey to put investors first, click on a job title to view its details, and you can apply directly from that page.

 

Note that you need not apply to all jobs of interest to you, as applying to one job will put you under consideration for all available opportunities for which you may be a fit.

 

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Job Locations SA-Riyadh
Are you interested in joining an outstanding global investment enterprise and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service?   Fisher Investments Arabia is the Saudi Arabia subsidiary of Fisher Investments, a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the world's preeminent institutions. Our organisation has grown significantly over the past decade and we are looking for motivated candidates with finance backgrounds to join our team as Investment Counsellors to help us better the financial industry in Saudi Arabia as we continue our expansion across the globe.   The Opportunity:   The Investment Counsellor (IC) role is focused on managing relationships with high-net-worth clients in Saudi Arabia from our office in Riyadh. You'll understand our clients' needs and educate them on the reasoning behind portfolio changes. This is crucial to your success in this role in maintaining long-lasting relationships. You will report to your Team Manager who will aid in your professional development.   The Day-To-Day: - Build long standing relationships with our clients, ensuring they always receive exceptional service - Manage a book of high-net-worth client relationships - Be the conduit between our clients, our Investment Policy Committee, our research and trading departments, and service teams - Proactively update clients on portfolio changes, financial markets, our current market strategy and investment philosophy - Gain advanced finance and capital markets education through our training program Your Qualifications: - 5+ years exposure to private clients within the banking/wealth management industry - A sound knowledge of financial concepts, markets, current events and the market - Connect with and educate a variety of audiences - Maintain a positive personality and empathise with clients in good times and bad - CME 4 certified is preferred - CFA or similar education is beneficial Why Fisher Investments Arabia:   The global Fisher organisation distinguishes itself by always putting our clients first, providing them with unmatched service, and taking a personalised investing approach. This unique model has helped the global Fisher organization grow to serve over 150,000 clients globally, who entrust us with over $236 billion (USD) in assets under management.   Our employees make our purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits. We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. 
Category
Service
Job Locations IE-Dublin
The Opportunity:   As a Regional Sales Manager with Fisher Investments Ireland, 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, allowing you to focus purely on selling. You will report to a company 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 - Motivated mindset to set and reach goals: "money is a measure of success" - Calculated risk-taker; willing to win-some, lose some - Proven closer; outstanding documented sales ability - 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 Ireland:   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 Ireland 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 and dental plans 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 - Enhanced maternity pay package with 26 weeks’ top up to full base pay for eligible employees - $10,000* fertility, hormonal health and family-forming benefit - A retirement pension plan, featuring a 9% company pension contribution of your base pay and an additional company match of up to 5% of base pay - Monthly gym subsidy of up to €50 per month - Employee Assistance Program and other emotional wellbeing services - A collaborative working environment that practices ongoing training, educational support and employee appreciation events We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.   *Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.   FISHER INVESTMENTS IRELAND IS AN EQUAL OPPORTUNITY EMPLOYER
Category
Sales
Job Locations SA-Riyadh
The Opportunity:   The Fisher Investments Arabia (FISA) Institutional Program Manager leads and executes small and medium sized projects focused on producing, maintaining, and delivering portfolio and capital markets updates and ongoing sales and service materials to meet the Company’s institutional client and prospective client demands.   The Program Manager will manage a wide range of initiatives to further develop FISA institutional marketing and analytics workflow structure between Saudi Arabia and other global subsidiaries. In addition to the primary job functions, this position will provide ad-hoc project support to local institutional colleagues, as needed. The Day-to-Day: - Responsible for producing and streamlining a wide range of Institutional materials and information, including: - Reporting/commentary, presentations, and content pieces - Periodic portfolio updates, including maintaining current portfolio themes and producing updated materials - Data support for client service presentations, sales presentations, Request for Proposals (RFPs), and quarterly reviews - Marketing materials, including updates to product performance and characteristics - Work with the Institutional Sales and Client Service to develop specific prospect, client presentations - Understand and adhere to local compliance requirements for advertisements and client-facing materials - Ad-hoc projects support to local Institutional FISA personnel, as appropriate Your Qualifications: - A University degree or equivalent combination of education/experience - Fluent in business English and Arabic - 3+ years professional experience required - Experience working in the asset management industry - Strong interest in Capital Markets - Proficient in Microsoft Office software (Excel and PowerPoint required) - Outstanding analytical, communication and organizational skills Why Fisher Investments Arabia:   The global Fisher organisation distinguishes itself by always putting our clients first, providing them with unmatched service, and taking a personalised investing approach. This unique model has helped the global Fisher organization grow to serve over 150,000 clients globally, who entrust us with over $236 billion (USD) in assets under management.   Our employees make our purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits. We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. 
Category
Marketing
Job Locations NO-Remote-Remote (Norway)
Hvis du er interessert i denne jobben, kan du legge inn en søknad med CV på engelsk.   Muligheter:   Som regional salgssjef hos Fisher Investments ringer du formuende potensielle kunder vi gir deg, og avtaler møter ansikt-til-ansikt. Du møter potensielle kunder med mål om å samle inn nye kunder og eiendeler for firmaet vårt. Denne stillingen har høy grad av kremmerånd og medfører mange telefonsamtaler (ikke uten forhåndsavtale) og direkte rådgivning for å avslutte salg. Du blir støttet av dedikerte porteføljeforvaltnings- og kundeservicegrupper som administrerer overføringen og bevaringen av kundeforhold.   Jobbhverdagen: - Jobb hjemmefra som en selvstendig næringsdrivende (regional salgssjef) og ha fullt fokus på anskaffelse (ingen administrasjon eller kundepleie) - Selg til formuende enkeltpersoner - Fokuser på å anskaffe nye privatkunder med likvide eiendeler på mer enn 3 millioner kroner - Få støtte fra våre team og ha en kontinuerlig rekke med kundeemner generert av Fisher og markedsføringsmateriell - Dyrk en forståelse av Fisher Investments’ markedsfilosofi, støttet av økter som spenner fra kapitalmarkeder til salgstrening - Rapporter direkte til administrerende direktør Dine kvalifikasjoner: - Jevn og tallfestet individuell suksess med salg mot markedsinvestorer - 5 eller flere år med vellykkede salg mot formuende enkeltpersoner - Tallfestet merittliste over anskaffelser av nye investorer Toppselgernes egenskaper: - Motivert holdning til å sette seg og nå mål: «penger er en målestokk for suksess» - Kalkulert risikotaker som forstår at man ikke kan lykkes hver gang - Optimistisk fremtidsperspektiv; ser på nedturer som muligheter til å bli bedre og finne løsninger - Høyt aktivitetsnivå og utholdende gjennom motgang - Evne til å oppnå kontakt med mange forskjellige målgrupper ved bruk av dynamiske og mellommenneskelige ferdigheter - Svært etisk og profesjonell Hvorfor Fisher Investments Luxembourg:   Fisher globalt utmerker seg ved å sette kunden først, yte service i verdensklassen samt ha en personlig tilnærming til investering. Du kan føle deg trygg på at Fisher Investments og Fisher Investments Luxembourg stiller seg på kundens side ved å bruke en enkel og transparent gebyrstruktur samt anerkjente europeiske depotmottakere. Vi er stolte over å tilby: - En svært lukrativ kompensasjonsstruktur med ubegrenset inntjeningspotensial - Førsteklasses service med 99 prosent kundebevaringsgrad - Transparent gebyrstruktur som sidestiller firmaets interesser med kundenes prioriteringer - Delte ansvarsområder som gjør at du kan vie 100 prosent av din tid til salg - Mulighet for heltidsarbeid fra hjemmekontor FISHER INVESTMENTS LUXEMBOURG FREMMER LIKESTILLING I SIN VIRKSOMHET The Opportunity:   As a Regional Sales Manager with Fisher Investments, 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 3,000,000 NOK - 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 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. 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 FISHER INVESTMENTS LUXEMBOURG IS AN EQUAL OPPORTUNITY EMPLOYER #LI-Remote
Category
Sales
Job Locations LU-Luxembourg City
Are you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service?   Fisher Investments Luxembourg is a European subsidiary of Fisher Investments, a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the world's preeminent institutions. Our organisation has grown significantly over the past decade and we are looking for motivated candidates with finance backgrounds to join our team as Investment Counsellors to help us better the financial industry in Norway as we continue our expansion in Europe.   The Opportunity:   The Investment Counsellor (IC) role is focused on managing relationships with high-net-worth clients in Norway from our office in Luxembourg. You'll understand our clients' needs and educate them on why the reasoning behind portfolio changes is crucial to your success in this role in maintaining long-lasting relationships. You will report to your Team Manager who will aid in your professional development.   The Day-to-Day: - Build long standing relationships with our clients, ensuring they always receive exceptional service - Manage a book of high-net-worth relationships with approximately €100-150 million in assets - Be the conduit between our clients, our Investment Policy Committee, our research and trading departments, and several service teams - Proactively update clients on portfolio changes, financial markets, our current market strategy and investment philosophy - Gain advanced finance and capital markets education through our training program Qualifications: - 2+ years exposure to private clients within the banking/wealth management industry - A sound knowledge of financial concepts, markets, current events and the market - Native Norwegian and native or fluent English language skills; Proficiency in other European languages is beneficial - Connect with and educate a variety of audiences - Maintain a positive personality and empathise with clients in good times and bad - MiFID certification, training or the equivalent - CFA or similar education is beneficial 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 We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.   *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
Category
Service
Job Locations UK-LND-London
The Opportunity:   The Paraplanner under Fisher Investments Europe's UK New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.   The Day-to-Day: - Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation - Review and formulate plans for clients with highly specialised situations - Review prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable - Create and lead training for other groups within the firm as needed - Work on ad hoc projects to improve the efficiency of PCA Group - Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice Your Qualifications: - A University degree or equivalent combination of education/experience - Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable - 3+ years financial services experience required - Experience working with accuracy and ability to organise/time-manage - Quantitative in nature - Ability to work under pressure and in a dynamic team environment - Very strong understanding of core Fisher portfolio management philosophies and Financial Planning principles - Exceptional understanding of client suitability - It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role Why Fisher Investments Europe:   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 we align with our clients’ best interests 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 medical, dental and annual health screening plans 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 8 paid holidays - Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees - $10,000* fertility, hormonal health and family-forming benefit - A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions - Gym subsidy of up to £50 per month - Employee Assistance Program and other emotional wellbeing services - A collaborative working environment that practises ongoing training, educational support and employee appreciation events We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.   *Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.   FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Category
Portfolio Management
Job Locations UK-LND-London
Are you excited by the idea of working in the world of global payroll? Fisher Investment's Global Payroll team is currently seeking an analyst to join our team supporting the firm's global growth initiatives. In this role, you will have the opportunity to work on growth initiatives while supporting employees across Fisher's European divisions.   The Opportunity:   As a Global Payroll Analyst you will process payroll, complete audits, preform reconciliations and coordinate with finance and human resources as needed. Reporting to the Payroll Team Lead, you will work with a dynamic payroll team supporting employees across the globe. Utilizing your experience and expertise, you will have the opportunity to review processes and make strategic recommendations to increase efficiency and ensure quality. You will also partner closely with team members in corporate finance and human capital to maintain standards and consistency across the firm.   The Day-to-Day: - Administer payroll and taxes for global operations - Maintain employee records, including voluntary and involuntary deductions - Audit, analyze and identify inconsistencies between HR and Payroll systems - Process reconcilations - Prepare regular payroll reports as well as ad hoc reports as needed - Establish and maintain written procedures documenting compliance and processes - Collaborate cross-functionally with partners across the business - Assist with ongoing evaluation and improvement of payroll processes - Participate in payroll projects to support team initiatives - Work in a global payroll environment Your Qualifications: - Associate’s or Bachelor's degree in Accounting, Finance or Business preferred or equivalent experience - 2+ years of payroll experience - Native/Fluent German and English Skills Why Fisher Investments Europe:   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 we align with our clients’ best interests 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 medical, dental and annual health screening plans 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 8 paid holidays - Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees - $10,000* fertility, hormonal health and family-forming benefit - A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions - Gym subsidy of up to £50 per month - Employee Assistance Program and other emotional wellbeing services - A collaborative working environment that practises ongoing training, educational support and employee appreciation events We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.   *Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.   FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Category
Finance
Job Locations UK-LND-London
Fisher Investments Europe is looking for an experienced suitability reviewer to join an internal business assurance team.   The Opportunity:   The PCA group provides regulated financial and investment advice to potential clients and all existing clients in the UK and across Europe. As a Business Assurance Analyst, you will review and assess suitability reports related to money purchase pensions, ISAs, General Investment Accounts, investment bonds (onshore and offshore) and trusts to ensure that all financial and investment advice recommendations are in our clients' best interests and meet internal standards.   The Day-to-Day: - Review suitability reports to ensure that any financial and investment advice given to potential and existing clients meet the overarching suitability requirements of the Financial Conduct Authority - Proactively contact internal clients and seek further information and any necessary clarifications - Provide feedback to report writers and respond to any follow-up enquiries - Provide feedback to the Training Program Manager within the PCA group on areas that require further improvement and development in the advice team - Discuss possible process improvements with management and senior management - Attend roundtable meetings with report writers to discuss themes identified in reviews and suggest areas for improvement Your Qualifications: - University graduate or equivalent combination of education/experience - Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning - Level 6/Chartered status would be an advantage, as would AF3/G60 PTS qualification - Very strong understanding of financial planning principles with a specialism in pension planning - Very strong understanding of the FCA's COBS requirements for suitability - Experience in file reviewing personal recommendations for retail clients - Explain complex issues in writing and face-to-face - Dynamic people skills with the ability to provide an efficient, professional and courteous service to internal clients Why Fisher Investments Europe:   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 we align with our clients’ best interests 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 medical, dental and annual health screening plans 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 8 paid holidays - Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees - $10,000* fertility, hormonal health and family-forming benefit - A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions - Gym subsidy of up to £50 per month - Employee Assistance Program and other emotional wellbeing services - A collaborative working environment that practises ongoing training, educational support and employee appreciation events We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.   *Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.   FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Category
Portfolio Management
Job Locations UK-LND-London
The Opportunity:   As a Private Client Director with Fisher Investments, 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 warm initial calls and in-person 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, allowing you to focus purely on selling. You will report to the Managing Director.   Your Qualifications: - Consistent and quantifiable individual sales success with stock market investors - RDR level 4 qualification - 5+ years of success selling to high net worth individuals - Quantifiable track record in closing new investor business - Motivated mindset to set and reach goals: "money is a measure of success" - Calculated risk-taker; willing to win-some, lose some - Proven closer; outstanding documented sales ability - 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 Europe:   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 we align with our clients’ best interests 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 medical, dental and annual health screening plans 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 8 paid holidays - Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees - $10,000* fertility, hormonal health and family-forming benefit - A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions - Gym subsidy of up to £50 per month - Employee Assistance Program and other emotional wellbeing services - A collaborative working environment that practises ongoing training, educational support and employee appreciation events We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.   *Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.   FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Category
Sales
Job Locations SA-Remote-Remote (Arabia)
The Opportunity:   As a Regional Vice President with Fisher Investments Arabia, you will contact high-net-worth prospective clients who have expressed interest in learning more about our services. You will meet with them to learn more about their financial situation and educate them about how we may be able to help. This position is highly entrepreneurial and involves warm initial calls and in-person selling to develop new business. You will be supported by dedicated research, operations and client service groups who manage all aspects of portfolio management, account setup and ongoing client service. This lets you focus on doing what you do best—introducing more new families to Fisher Investments Arabia. You will report to the Country Manager of Fisher Investments Arabia.   Your Qualifications: - Consistent and quantifiable individual sales success with investors - 5+ years of success selling to high-net-worth individuals - CME 1 certified is preferred; CFA or similar education is beneficial - Motivated mindset to set and reach goals - 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 Arabia: The global Fisher organisation distinguishes itself by always putting our clients first, providing them with unmatched service, and taking a personalised investing approach. This unique model has helped the global Fisher organization grow to serve over 150,000 clients globally, who entrust us with over $236 billion (USD) in assets under management.   Our employees make our purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits. We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.     
Category
Sales
Job Locations IT-Remote-Remote (Italy)
Se sei interessato/a a questa posizione, invia direttamente il tuo CV in inglese.   In qualità di Responsabile Commerciale Regionale di Fisher Investments, contatterai telefonicamente potenziali clienti dall’alto profilo patrimoniale i cui contatti sono forniti dalla società, e pianificherai appuntamenti di persona. Incontrerai potenziali clienti con l’obiettivo di avviare una collaborazione con loro e ottenere attivi da gestire. La presente posizione è altamente imprenditoriale e prevede lunghe chiamate (ma non chiamate a freddo) e una consulenza di vendita diretta. Sarai supportato/a da gruppi di gestione di portafoglio dedicati e di servizio clienti che gestiscono i rapporti di transition e retention del cliente.   Attività giornaliere: - Lavorare da casa come libero professionista (Tied Agent) e focalizzarsi totalmente sull’acquisizione del cliente (non sono incluse attività amministrative o di after-service); - Focus sull’acquisizione di nuovi clienti con un patrimonio di almeno 350.000 € in asset liquidi; - Ricevere supporto dai nostri team interni e ottenere un flusso costante di lead (contatti) generati da materiale informativo distribuito da Fisher; - Coltivare e comprendere la filosofia di mercato di Fisher Investments, con il supporto di sessioni di approfondimento che spaziano dai mercati finanziari alle tecniche di vendita; - Riportare direttamente al Direttore Generale. Qualifica richiesta: - Verificabile track record su creazione e gestione di portafogli di investitori sui mercati azionari; - Almeno 5 anni di esperienza di successo nella vendita a individui dall’alto profilo patrimoniale; - Track record quantificabile nella chiusura di rapporti commerciali con nuovi investitori. Requisiti del Responsabile Commerciale: - Essere motivati nel fissare e raggiungere obiettivi: "il denaro è una misura del successo"; - In grado di calcolare il rischio; disposto a perdere qualcosa per ottenere qualcosa; - Visione ottimistica; vede nei fallimenti una opportunità per migliorare e trovare soluzioni; - Altamente orientato/a al perseguimento degli obiettivi e capace di superare gli ostacoli; - Abile nel comunicare con un ampio ventaglio di interlocutori attraverso capacità interpersonali dinamiche; - Estremamente etico/a e professionale. Perché Fisher Investments Ireland:   Il Gruppo Fisher gode di una lunga storia di gestione di investimenti globali e di sostegno ai clienti nel perseguimento dei loro obiettivi e delle loro finalità a lungo termine. Siamo orgogliosi di fornire: - una struttura remunerativa estremamente generosa con un potenziale illimitato di guadagno; - Servizio di prim’ordine con un tasso di retention del cliente del 99%; - Struttura commissionale chiara che allinea gli interessi dell’azienda a quelli dei clienti; - Divisione delle responsabilità così da permetterti di focalizzarti totalmente sulla vendita; - Opportunità di lavoro a tempo pieno da casa; Gli attivi dei clienti sono detenuti in banche depositarie europee riconosciute e gestiti da Fisher Investments negli Stati Uniti.   FISHER INVESTMENTS IRELAND APPLICA UNA POLITICA DI PARI OPPORTUNITÀ. As a Regional Sales Manager with Fisher Investments, 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. 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) - 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 Ireland:   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 IRELAND IS AN EQUAL OPPORTUNITY EMPLOYER #LI-Remote
Category
Sales
Job Locations UK-LND-London
The Opportunity:   The Senior Operations Engineer oversees the effective installation and performance of advanced operating system hardware and software on Fisher Investment's Core Infrastructure. This person is also responsible for maintaining, monitoring, and analyzing system components, as well as making recommendations and implementing changes, as appropriate. You will be reporting to the Team Leader of Infrastructure Operations.   The Day-to-Day:   Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. - Oversees various technologies and solutions across the core Infrastructure environment end-to-end to effectively monitor and manage the reliability and stability of the products and solutions - Manages the efficient day-to-day operations and maintenance of the IT services with best practices, automation and orchestration capabilities to ensure effectiveness of the service - Proactively identifies areas for improvement and leads the effort in standardizing, streamlining, and enhancing processes - Responsible for hardware lifecycle, application deployments, and providing root cause analysis of chronic or repeat incidents - Responsible for managing adherence to predefined SLAs and providing necessary reporting to executive team - Troubleshoots and configures various technologies within Fisher’s Core Infrastructure - Collaborates with Engineering Teams to gauge the effectiveness and efficiency of existing systems - Implements strategies for improving or further leveraging Infrastructure Systems - Responsible for monitoring system availability, performance, and service levels - Responsible for resolving issues, alerts, and incidents in the day to day Infrastructure Operations as well as by Business Support Teams based on predefined service level agreements regarding network, telecom, and system availability, performance, and service levels (tier 3 operational support) - Coordination with business users and other groups on lapse in services, performing root cause analyses, as well as receiving patching details and application deployment packages - Escalates unresolved issues accordingly - Able to provide international and 24/7 support via on-call duties and/or working a flexible off-hours schedule for planned and unplanned maintenance - Acts a mentor to engineers, providing assistance, guidance and training as required Your Qualifications: - 5+ years IP telephony design and implementation experience, including Cisco UC Manager / Call Manager (CUCM), Cisco Unity / Cisco Unity Connection (CUC) and Cisco Emergency Responder (CER) - Experience in at least one of the following areas: Contact Center, Telepresence, or Collaboration Suite - Cisco Unified Border Element (CUBE) and SIP Trunking - Cisco Expressway Why Fisher Investments Europe:   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 we align with our clients’ best interests 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 medical, dental and annual health screening plans 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 8 paid holidays - Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees - $10,000* fertility, hormonal health and family-forming benefit - A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions - Gym subsidy of up to £50 per month - Employee Assistance Program and other emotional wellbeing services - A collaborative working environment that practises ongoing training, educational support and employee appreciation events We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.   *Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.   FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Category
Information Technology
Job Locations IE-Dublin
The Opportunity:   The Senior Operations Engineer oversees the effective installation and performance of advanced operating system hardware and software on Fisher Investment's Core Infrastructure. This person is also responsible for maintaining, monitoring, and analyzing system components, as well as making recommendations and implementing changes, as appropriate. You will be reporting to the Team Leader of Infrastructure Operations.   The Day-to-Day:   Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. - Oversees various technologies and solutions across the core Infrastructure environment end-to-end to effectively monitor and manage the reliability and stability of the products and solutions - Manages the efficient day-to-day operations and maintenance of the IT services with best practices, automation and orchestration capabilities to ensure effectiveness of the service - Proactively identifies areas for improvement and leads the effort in standardizing, streamlining, and enhancing processes - Responsible for hardware lifecycle, application deployments, and providing root cause analysis of chronic or repeat incidents - Responsible for managing adherence to predefined SLAs and providing necessary reporting to executive team - Troubleshoots and configures various technologies within Fisher’s Core Infrastructure - Collaborates with Engineering Teams to gauge the effectiveness and efficiency of existing systems - Implements strategies for improving or further leveraging Infrastructure Systems - Responsible for monitoring system availability, performance, and service levels - Responsible for resolving issues, alerts, and incidents in the day to day Infrastructure Operations as well as by Business Support Teams based on predefined service level agreements regarding network, telecom, and system availability, performance, and service levels (tier 3 operational support) - Coordination with business users and other groups on lapse in services, performing root cause analyses, as well as receiving patching details and application deployment packages - Escalates unresolved issues accordingly - Able to provide international and 24/7 support via on-call duties and/or working a flexible off-hours schedule for planned and unplanned maintenance - Acts a mentor to engineers, providing assistance, guidance and training as required Your Qualifications: - Bachelor’s degree in a technical discipline or equivalent combination of education and experience - Must have 8+ years’ experience in Technology, with 6+ years in Infrastructure and Operations - 12+ years’ experience in Technology, with 10+ years in Infrastructure and Operations - Experience within Core Infrastructure - Expert knowledge of monitoring Technology environments and solving availability, performance, and service level incidents - Independent and willing to lend a hand with any project Why Fisher Investments Ireland:   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 Ireland 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 and dental plans 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 - Enhanced maternity pay package with 26 weeks’ top up to full base pay for eligible employees - $10,000* fertility, hormonal health and family-forming benefit - A retirement pension plan, featuring a 9% company pension contribution of your base pay and an additional company match of up to 5% of base pay - Monthly gym subsidy of up to €50 per month - Employee Assistance Program and other emotional wellbeing services - A collaborative working environment that practices ongoing training, educational support and employee appreciation events We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.   *Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.   FISHER INVESTMENTS IRELAND IS AN EQUAL OPPORTUNITY EMPLOYER
Category
Information Technology
Job Locations IE-Dublin
Are you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service?   Fisher Investments Ireland is a European subsidiary of Fisher Investments, a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the world's preeminent institutions. Our organisation has grown significantly over the past decade and we are looking for motivated candidates with finance backgrounds to join our team as Investment Counsellors to help us better the financial industry in Spain as we continue our expansion in Europe.   The Opportunity:   The Investment Counsellor (IC) role is focused on managing relationships with high-net-worth clients in Spain from our office in Dublin. Your ability to understand our clients' needs and educate them on the reasoning behind portfolio changes is crucial to your success in this role in maintaining long-lasting relationships. You will report to your Team Manager who will aid in your professional development.   The Day-to-Day: - Build long standing relationships with our clients, ensuring they always receive exceptional service - Manage a book of high-net-worth relationships with approximately €100-150 million in assets - Be the conduit between our clients, our Investment Policy Committee, our research and trading departments, and several service teams - Proactively update clients on portfolio changes, financial markets, our current market strategy and investment philosophy - Gain advanced finance and capital markets education through our training program Qualifications: - 2+ years exposure to private clients within the banking/wealth management industry - A sound knowledge of financial concepts, markets, current events and the market - Native Spanish and native or fluent English language skills (Proficiency in other European languages is beneficial) - Connect with and educate a variety of audiences - Maintain a positive personality and empathise with clients in good times and bad - A Bachelor's Degree, Master Degree or CFA is beneficial - IMC or CISI level 4 is beneficial Why Fisher Investments Ireland:   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 Ireland 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 and dental plans 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 - Enhanced maternity pay package with 26 weeks’ top up to full base pay for eligible employees - $10,000* fertility, hormonal health and family-forming benefit - A retirement pension plan, featuring a 9% company pension contribution of your base pay and an additional company match of up to 5% of base pay - Monthly gym subsidy of up to €50 per month - Employee Assistance Program and other emotional wellbeing services - A collaborative working environment that practices ongoing training, educational support and employee appreciation events We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.   *Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.   FISHER INVESTMENTS IRELAND IS AN EQUAL OPPORTUNITY EMPLOYER
Category
Service
Job Locations LU-Luxembourg City
Are you interested in working for an outstanding global investment firm and looking to take the next step in your career in Finance? Want to become an expert in and build a career advising clients on financial markets and investments? Want to focus on forging strong client relationships and providing exceptional client service?   Fisher Investments Luxembourg is a European subsidiary of Fisher Investments, a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the world's preeminent institutions. Our organisation has grown significantly over the past decade and we are looking for motivated candidates with finance backgrounds to join our team as Investment Counsellors to help us better the financial industry in Sweden as we continue our expansion in Europe.   The Opportunity:   The Investment Counsellor (IC) role is focused on managing relationships with high-net-worth clients in Sweden from our office in Luxembourg. You'll understand our clients' needs and educate them on the reasoning behind portfolio changes. This is crucial to your success in this role in maintaining long-lasting relationships. You will report to your Team Manager who will aid in your professional development.   The Day-to-Day: - Build long standing relationships with our clients, ensuring they always receive exceptional service - Manage a book of high-net-worth relationships with approximately €100-150 million in assets - Be the conduit between our clients, our Investment Policy Committee, our research and trading departments, and several service teams - Proactively update clients on portfolio changes, financial markets, our current market strategy and investment philosophy - Gain advanced finance and capital markets education through our training program Qualifications: - 2+ years exposure to private clients within the banking/wealth management industry - A sound knowledge of financial concepts, markets, current events and the market - Native Swedish and native or fluent English language skills (Proficiency in other European languages is beneficial) - Connect with and educate a variety of audiences - Maintain a positive personality and empathise with clients in good times and bad - MiFID certification, training or the equivalent - CFA or similar education is beneficial 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 We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.   *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
Category
Service
Job Locations BE-Remote-Remote (Belgium)
Mocht u interesse hebben in deze rol, dan kunt u direct solliciteren met een Engelstalig CV.   De uitdaging:   Als verbonden agent bij Fisher Investments bel je vermogende particulieren die wij aanbrengen en overtuig je hen om een afspraak te maken. Je ontmoet prospecten met het doel voor ons bedrijf nieuwe cliënten en activa binnen te halen. Voor deze functies is een ondernemende, proactieve houding erg belangrijk en je zult veel telefonisch contact moeten leggen (maar geen cold-calling) en directe adviserende verkoop om omzet te realiseren. Je wordt ondersteund door onze gespecialiseerde portefeuillebeheerders en de medewerkers van onze klantenservice, die cliënten helpen om de overstap te maken en de relatie met hen in stand houden.   De functie: - Je werkt van thuis uit als zelfstandige dienstverlener (verbonden agent) en focust volledig op acquisitie (geen administratieve taken of after-sales-service) - Je verkoopt aan vermogende particulieren - Je focust op het binnenhalen van nieuwe particuliere cliënten met meer dan € 350.000 aan liquide middelen - Je wordt ondersteund door onze teams en krijgt van Fisher een constante stroom leads en marketingmateriaal aangereikt - Je ontwikkelt een goed begrip van de marktfilosofie van Fisher Investments dankzij trainingssessies over uiteenlopende onderwerpen, van de kapitaalmarkten tot salestechnieken - Je rapporteert rechtstreeks aan de Managing Director Jouw profiel: - Je behaalt systematische en kwantificeerbare individuele verkoopsuccessen bij aandelenbeleggers - Je hebt minimaal vijf jaar ervaring met verkopen aan vermogende particulieren - Je hebt een met cijfers gestaafde staat van dienst in het binnenhalen van nieuwe beleggingsstromen Je vertoont de kenmerken van een topverkoper: - Je bent gemotiveerd om doelen te stellen en te behalen: "geld is een maatstaf van succes" - Je neemt berekende risico's en kan ermee omgaan dat je nu eens wint, dan weer verliest - Je bent optimistisch ingesteld en beschouwt mislukkingen als kansen om te verbeteren en oplossingen te vinden - Je bent sterk op actie gericht en zet door bij tegenslagen - Je kunt een band opbouwen met een gevarieerd publiek dankzij je flexibele interpersoonlijke vaardigheden - Je gaat ethisch en professioneel te werk Waarom Fisher Investments Luxembourg?   Wereldwijd onderscheidt Fisher Investments zich door het belang van zijn cliënten voorop te stellen, dienstverlening van wereldklasse te bieden en beleggen op een persoonlijke manier aan te pakken. Met onze ongecompliceerde en transparante kostenstructuur en onze gerenommeerde Europese bewaarders heb je de zekerheid dat we altijd in het belang van onze cliënten handelen. Wij zijn trots op ons unieke aanbod: - Een bijzonder lucratieve beloningsstructuur met onbegrensd inkomenspotentieel - Uitmuntende dienstverlening met een cliëntenretentie van 99% - Een transparante vergoedingenstructuur die het belang van het bedrijf afstemt op de prioriteiten van de cliënten - Opdeling van taken, zodat jij 100% van je tijd aan de verkoop kunt besteden - Mogelijkheid om voltijds van thuis uit te werken FISHER INVESTMENTS LUXEMBOURG HANTEERT ALS WERKGEVER EEN BELEID VAN GELIJKE KANSEN The Opportunity:   As a Regional Sales Manager with Fisher Investments, 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   #LI-Remote
Category
Sales
Job Locations NL-Remote-Remote (Netherlands)
Mocht u interesse hebben in deze rol, dan kunt u direct solliciteren met een Engelstalig CV.   De uitdaging:   Als verbonden agent bij Fisher Investments bel je vermogende particulieren die wij aanbrengen en overtuig je hen om een afspraak te maken. Je ontmoet prospecten met het doel voor ons bedrijf nieuwe cliënten en activa binnen te halen. Voor deze functies is een ondernemende, proactieve houding erg belangrijk en je zult veel telefonisch contact moeten leggen (maar geen cold-calling) en directe adviserende verkoop om omzet te realiseren. Je wordt ondersteund door onze gespecialiseerde portefeuillebeheerders en de medewerkers van onze klantenservice, die cliënten helpen om de overstap te maken en de relatie met hen in stand houden.   De functie: - Je werkt van thuis uit als zelfstandige dienstverlener (verbonden agent) en focust volledig op acquisitie (geen administratieve taken of after-sales-service) - Je verkoopt aan vermogende particulieren - Je focust op het binnenhalen van nieuwe particuliere cliënten met meer dan € 350.000 aan liquide middelen - Je wordt ondersteund door onze teams en krijgt van Fisher een constante stroom leads en marketingmateriaal aangereikt - Je ontwikkelt een goed begrip van de marktfilosofie van Fisher Investments dankzij trainingssessies over uiteenlopende onderwerpen, van de kapitaalmarkten tot salestechnieken - Je rapporteert rechtstreeks aan de Managing Director Jouw profiel: - Je behaalt systematische en kwantificeerbare individuele verkoopsuccessen bij aandelenbeleggers - Je hebt minimaal vijf jaar ervaring met verkopen aan vermogende particulieren - Je hebt een met cijfers gestaafde staat van dienst in het binnenhalen van nieuwe beleggingsstromen Je vertoont de kenmerken van een topverkoper: - Je bent gemotiveerd om doelen te stellen en te behalen: "geld is een maatstaf van succes" - Je neemt berekende risico's en kan ermee omgaan dat je nu eens wint, dan weer verliest - Je bent optimistisch ingesteld en beschouwt mislukkingen als kansen om te verbeteren en oplossingen te vinden - Je bent sterk op actie gericht en zet door bij tegenslagen - Je kunt een band opbouwen met een gevarieerd publiek dankzij je flexibele interpersoonlijke vaardigheden - Je gaat ethisch en professioneel te werk Waarom Fisher Investments Luxembourg?   Wereldwijd onderscheidt Fisher Investments zich door het belang van zijn cliënten voorop te stellen, dienstverlening van wereldklasse te bieden en beleggen op een persoonlijke manier aan te pakken. Met onze ongecompliceerde en transparante kostenstructuur en onze gerenommeerde Europese bewaarders heb je de zekerheid dat we altijd in het belang van onze cliënten handelen. Wij zijn trots op ons unieke aanbod: - Een bijzonder lucratieve beloningsstructuur met onbegrensd inkomenspotentieel - Uitmuntende dienstverlening met een cliëntenretentie van 99% - Een transparante vergoedingenstructuur die het belang van het bedrijf afstemt op de prioriteiten van de cliënten - Opdeling van taken, zodat jij 100% van je tijd aan de verkoop kunt besteden - Mogelijkheid om voltijds van thuis uit te werken FISHER INVESTMENTS LUXEMBOURG HANTEERT ALS WERKGEVER EEN BELEID VAN GELIJKE KANSEN The Opportunity:   As a Regional Sales Manager with Fisher Investments, 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 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. 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 FISHER INVESTMENTS LUXEMBOURG IS AN EQUAL OPPORTUNITY EMPLOYER #LI-Remote  
Category
Sales
Job Locations LU-Luxembourg City
The Opportunity:   The Fisher Investments Luxembourg (FIL) Wealth Solutions team provides specialised financial planning advice for clients who may benefit from Assurance Vie and Contract de Capitalisation insurance policies.   We are looking for a Financial Planning Analyst to join our Wealth Solutions team. The Day-to-Day: - Write the financial advice portion of the insurance policy proposal for private clients, with a focus on the suitability of an insurance policy while at the same time prioritising clients' long-term goals - Optimise Investments – reviewing suitability of investment wrappers - Write the insurance policy proposals delivered to our private clients in France - Provide advice to clients over the phone and in writing, with some face-to-face client meetings required as you develop within the role - Interacting with various groups internally and externally to insure clients' needs are met - Other duties as agreed Your Qualifications: - Master's Degree in Financial Planning - At least 5 years of experience with financial planning principles - Native French language proficiency - You are engaging and can connect with a wide array of audiences by phone and email - Commitment to maintain quality of work while sticking to a timeline - You meet challenges head-on. You learn from your setbacks and work towards improvement - Detailed knowledge of Assurances Vie and Contrats de Capitalisation 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 We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.   *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
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Service