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Regional Vice President – Wealth Management

Fisher Investments · Khabath Saʽid

جديد
Senior 🇬🇧 English

وصف الوظيفة

About the role

The Regional Vice President will lead the acquisition of high‑net‑worth families for Fisher Investments Arabia. You will engage prospects who have shown interest, understand their financial situation and present tailored investment solutions.

Key responsibilities

  • Initiate warm calls and conduct in‑person meetings with prospective high‑net‑worth clients.
  • Educate prospects on Fisher Investments’ portfolio management approach and services.
  • Collaborate with dedicated research, operations and client‑service teams to ensure seamless account setup and ongoing service.
  • Develop new business pipelines and achieve sales targets.
  • Report directly to the Country Manager and contribute to regional growth strategy.

Required profile

  • 5+ years of proven sales success selling to high‑net‑worth individuals.
  • Consistently quantifiable individual sales results.
  • CME 1 certification preferred; CFA or equivalent education beneficial.
  • Motivated, goal‑oriented mindset with a willingness to take calculated risks.
  • Strong ethical standards and professional conduct.

Required skills

    What we offer

    • Inclusive culture that values diverse perspectives.
    • Comprehensive benefits package supporting long‑term employee goals.
    • Opportunity to work with a global investment firm managing over $236 billion in assets.

    Questions fréquentes

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    Fisher Investments

    Khabath Saʽid