5+ years of sales experience with high-net-worth individuals, CME 1 certification preferred; CFA beneficial, Motivated mindset to achieve goals, Strong interpersonal skills.
Key responsabilities:
Contact high-net-worth prospective clients
Educate clients about financial services
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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 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.
FISHER INVESTMENTS SAUDI ARABIA IS AN EQUAL OPPORTUNITY EMPLOYER
Required profile
Experience
Level of experience:Expert & Leadership (>10 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.