Japanese Private Client Director

 Posted 5 months ago
  
 Japan
  
5-10 years experience
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AI Summary

You will focus solely on acquiring high-net-worth clients and managing leads generated by the marketing group. Your role involves engaging with prospective clients to evaluate their financial goals and educate them on FIJ's offerings.

Overview

Calling all wealth advisors looking for a role 100% focused on business development! As a Private Client Director with Fisher Investments Japan (FIJ), you will focus solely on acquiring high-net-worth clients. Qualified lead flow is provided with no need for cold calling. FIJ is a subsidiary of Fisher Investments, which is a privately held multi-billion dollar global investment firm in the United States.  Join us in our mission to put our clients first and better the investment universe!

The Opportunity:

 

This lucrative role allows you to manage your business remotely from your home, covering a local territory within driving distance. You will present FIJ's wealth management solutions to high-net-worth investors. You will report to FIJ’s Managing Director, who will ensure you have the resources you need to succeed. You will be supported by Fisher Investment’s global dedicated teams, including groups supporting: marketing and portfolio management.

The Day-to-Day:

  • Contact leads generated by FIJ’s marketing group
  • Engage with high-net-worth wholesale prospective clients to evaluate their financial goals and provide solutions
  • Educate prospective clients on the variety of FIJ's offerings

Your Qualifications:

  • 5+ years experience selling financial services to private investors
  • Multi-year track record of success acquiring high-net-worth private clients
  • Experience in high-volume phone activity and in-person meetings

Why Fisher Investments Japan:

 

At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:

  • 100% coverage of your monthly medical, dental and vision premiums for you and your eligible dependents through Allianz Care
  • Full refunds on physician fees, prescriptions, testing and more to cover costs outside of national insurance
  • 24/7 access to emotional wellness resources for you and your dependents (Ginger emotional coaches and Allianz Employee Assistance Programme)
  • Travel support benefits through Allianz and Bupa

FISHER INVESTMENTS JAPAN IS AN EQUAL OPPORTUNITY EMPLOYER

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