Logo of Huzzle

Home

Matches

Explore

Manage

Director regional (España) (Spanish Tied Agent)

image

Fisher Investments

2mo ago

  • Job
    Full-time
    Senior Level
  • Sales & Business Development
    Banking & Finance
  • Madrid
    Remote

AI generated summary

  • You must have 5+ years in sales to high net worth investors, a proven track record in closing deals, strong interpersonal skills, a goal-driven mindset, and high ethical standards.
  • You will focus on acquiring new clients with investments over 350,000 EUR, supported by leads from the company, while gaining market knowledge and working under the general director’s supervision.

Requirements

  • Experiencia probada y cuantificable en ventas individuales con inversores en bolsa.
  • Más de 5 años de experiencia en ventas enfocadas a los inversores con altos patrimonios.
  • Resultados de captación de nuevos clientes.
  • Los mejores representantes de ventas:
  • Están motivados por la fijación y consecución de objetivos: 'el dinero es una medida del éxito'.
  • Saben calcular los riesgos que acarrean sus decisiones y saben que a veces hay que perder para ganar.
  • Son optimistas y ven los errores como oportunidades para mejorar y encontrar soluciones.
  • Se centran en la consecución de los objetivos establecidos y perseveran a pesar de los obstáculos.
  • Son capaces de interactuar con diferentes tipos de audiencias gracias a sus habilidades interpersonales y su dinamismo.
  • Se caracterizan por su ética y profesionalidad.
  • Consistent and quantifiable individual sales success with stock market investors.
  • 5+ years of success selling to high net worth individuals.
  • Quantifiable track record in closing new investor business.
  • Motivated mindset to set and reach goals: 'money is a measure of success'.
  • 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.

Responsibilities

  • Trabajar desde casa como autónomo y centrarse únicamente en la captación de clientes (sin actividades administrativas ni de posventa).
  • Centrarse en la captación de nuevos clientes con un patrimonio de inversión igual o superior a 350 000 EUR.
  • Recibir apoyo de nuestros departamentos y tener un flujo constante de clientes potenciales generado por Fisher Investments y por el material informativo distribuido por la empresa.
  • Adquirir un buen conocimiento de la filosofía de mercado de Fisher Investments asistiendo a sesiones en las que se tratarán temas desde los mercados financieros hasta las técnicas de venta.
  • Trabajar bajo la supervisión del director general.

FAQs

Do we support remote work?

Yes, this position allows you to work fully from home as an independent contractor.

What is the target client asset requirement for this role?

You will focus on acquiring new private clients with liquid assets of more than 350,000 Euros.

Is this position focused on cold calling?

No, this role involves calling leads provided by the company, so there is no cold calling involved.

What qualifications are required for this position?

You need to have a consistent track record of individual sales success with stock market investors, at least 5 years of experience selling to high net worth individuals, and a quantifiable record in closing new investor business.

What types of support will be provided to employees in this role?

You will receive support from dedicated portfolio management and client service teams, as well as a constant flow of leads generated by Fisher Investments.

Who do I report to in this role?

You will report directly to the Managing Director.

What is the compensation structure for this position?

The compensation structure is highly lucrative with uncapped earning potential and a transparent fee structure that aligns firm interests with client priorities.

What is the client retention rate for Fisher Investments?

Fisher Investments has a client retention rate of 99%.

What kind of training will be provided?

You will receive training to cultivate an understanding of Fisher Investments' market philosophy, which includes sessions on Capital Markets and sales training.

Is there an ethical standard expected in this role?

Yes, candidates are expected to be highly ethical and professional.

image

Fisher Investments

Bettering the Investment Universe

Finance
Industry
1001-5000
Employees
1979
Founded Year

Mission & Purpose

Fisher Investments is an independent, fee-only investment adviser. Fisher Investments manages assets across four principal business units: US Private Client, Institutional, Private Client International, and 401(k) Solutions. Together, these groups serve a diverse global client base including corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. Fisher Investments was founded in 1979 by Ken Fisher—a well-known innovator in investment theory and the author of 11 books, including 4 New York Times bestsellers. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. In recent years, Ken’s columns have run consistently in major media outlets around the world, spanning more countries and more volume than any other columnist of any type in history. Over the last decade, Ken has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets.