French Private Client Executive

The Opportunity:

The Private Client Executive (PCE) is responsible for calling high net worth prospective clients, holding phone meetings to gather information about their current situation, and then assessing whether the prospective client may be suited for the portfolio management services of Fisher Investments and further analysis.  The PCE role is based in our Luxembourg office and will travel to visit prospective clients when necessary. New client relationships may be secured over the phone or, in some cases, in-person. You will be reporting to the VP of Sales Development.

The Day-to-Day:

• Apply successful business development skills, such as following through on  Company provided leads by calling, setting appointments with and meeting prospective clients
• Educate prospective clients on the competitive investment landscape, and the services of Fisher Investments, and the role of Fisher Investments Europe
• Gather suitability information and documentation from prospective clients in order for the Private Client Advice group to analyse the information and formulate advice
• Effectively explain the Company’s Client Confidential Agreement (CCA) terms and conditions, including client fees and billing policies
• Work closely with the assigned Investment Counsellor in initiating and maintaining the new client relationship

The PCEs will not receive any