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Fisher Investments

Independent investment adviser managing diversified portfolios

Regional Vice President

Account ExecutiveConfirmed live in the last 24 hours
Full-timeSaudi ArabiaNo salary listedIn-person

About the Job

Requirements

  • Consistent and quantifiable individual sales success with investors.
  • At least 5 years of success selling to high-net-worth individuals.
  • Ability to connect with a wide array of audiences through dynamic interpersonal skills.
  • Maintain high ethical and professional standards.

Responsibilities

  • Contact high-net-worth prospective clients who have expressed interest in learning about the company's services.
  • Meet with prospective clients to understand their financial situations and educate them about how the company may help.
  • Make warm initial calls and sell in person to develop new business.
  • Introduce new families to Fisher Investments Arabia.

Desired Qualifications

  • CME 1 certification is preferred.
  • CFA or similar education is beneficial.

About the Company

Fisher Investments

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.

Company size
5,001-10,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Camas, WA
Founded
1979

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