Director regional
Fisher Investments
Director regional
Fisher Investments
Independent investment adviser managing diversified portfolios
Los candidatos que estén interesados en postularse para este puesto deberán enviar su currículum en inglés.
Los directores regionales de Fisher Investments se encargan de llamar a los clientes potenciales con un alto nivel de patrimonio (cuyos datos de contacto son facilitados por la empresa) y se reúnen con ellos presencialmente con el objetivo de captar nuevos clientes y activos para nuestra empresa. Este puesto es muy emprendedor e implica realizar una gran cantidad de llamadas (pero no llamadas en frío) y ventas directas. Contarás con el apoyo de departamentos dedicados a la gestión de carteras y al servicio al cliente, que gestionarán la transición y la retención de los clientes.
Funciones:
Requisitos:
Los mejores representantes de ventas:
¿Qué ofrecemos a nuestros empleados?
El grupo internacional de empresas Fisher se distingue por centrarse en sus clientes, ofrecer un servicio inigualable y adoptar un enfoque de inversión adaptado a las necesidades de los clientes. Utilizamos una estructura de comisiones sencilla y transparente y trabajamos con bancos custodios de renombre radicados en Europa con el fin de velar por los intereses de nuestros clientes. Nos enorgullece:
Los activos de los clientes son custodiados por bancos europeos de renombre y gestionados por Fisher Investments en los Estados Unidos.
Los candidatos que estén interesados en postularse para este puesto deberán enviar su currículum en inglés.
FISHER INVESTMENTS ABOGA POR LA IGUALDAD DE OPORTUNIDADES
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:
Your Qualifications:
Traits of top salespeople:
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. We pride ourselves on our:
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
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Independent investment adviser managing diversified portfolios
Fisher Investments is an independent investment adviser serving individuals and institutions worldwide. It builds tailored portfolios by first learning each client's personal goals, time horizon, and financial situation, then selecting a mix of stocks, bonds, cash, and other assets to pursue income and growth while aiming to preserve capital for retirement. Revenue comes from management fees tied to assets under management, aligning the firm's interests with clients as portfolios grow. The firm differentiates itself with a strong focus on personalized, long-term service—putting clients' interests first and providing ongoing guidance through retirement planning. The goal is to help clients achieve financial goals and generate retirement income, with assets managed across private and institutional clients globally.
Explore more opportunities at Fisher Investments