Henry Betts

Private Client Director at Fisher Investments UK
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Contact Information
us****@****om
(386) 825-5501
Location
UK
Languages
  • French Elementary proficiency
  • English Native or bilingual proficiency
  • Norwegian Elementary proficiency

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Credentials

  • Diploma for Financial Advisers
    chartered institute of insurers

Experience

  • Fisher Investments UK
    • United Kingdom
    • Financial Services
    • 100 - 200 Employee
    • Private Client Director
      • Feb 2022 - Present

      Facilitated performance evaluation through accurate commercial forecasting, analysing client portfolios and their financial data. Establish trusting relationships and credibility with clients, in line with Fisher Investments client retention of 97%. Maximising lead conversion by creating and maintaining an effective sales pipeline. Driving continuous improvement using Salesforce to track customer communication, action items and revenue potential. Guaranteed efficient responses to ad-hoc client enquiries by building and maintaining deep product knowledge. Optimised customer experience through tailored service and product package development.

Education

  • Chartered insurance institute
    Diploma in regulated financial planning, Finance, General
    2018 - 2018
  • The University of Manchester
    Bachelor of Science (BSc), International Business, Finance and Economics
    2012 - 2016
  • Skegness Grammar School
    2004 - 2012

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