Fisher Investments
Finance • Fintech • B2C
Fisher Investments is a globally recognized investment adviser that provides personalized wealth management services to individuals, families, and institutions. Founded in 1979, the firm focuses on creating tailored investment portfolios designed to help clients achieve their financial goals. With a client-focused approach and a fiduciary obligation, Fisher Investments also offers institutional investing services and 401(k) solutions for businesses, making it one of the nation’s largest investment advisers for small and mid-sized companies.
1001 - 5000 employees
Founded 1979
đź’¸ Finance
đź’ł Fintech
đź‘Ą B2C
đź’° Private Equity Round on 2024-06
Regional Vice President - Saudi Arabia
Job not on LinkedIn
July 28
Fisher Investments
Finance • Fintech • B2C
Fisher Investments is a globally recognized investment adviser that provides personalized wealth management services to individuals, families, and institutions. Founded in 1979, the firm focuses on creating tailored investment portfolios designed to help clients achieve their financial goals. With a client-focused approach and a fiduciary obligation, Fisher Investments also offers institutional investing services and 401(k) solutions for businesses, making it one of the nation’s largest investment advisers for small and mid-sized companies.
1001 - 5000 employees
Founded 1979
đź’¸ Finance
đź’ł Fintech
đź‘Ą B2C
đź’° Private Equity Round on 2024-06
đź“‹ Description
• As a Regional Vice President with Fisher Investments Arabia, you will contact high-net-worth prospective clients • 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
🎯 Requirements
• 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
🏖️ Benefits
• array of benefits that help employees meet their long-term goals • inclusive culture • different perspectives and unique skills
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