Fisher Investments Europe

Qualify high-net-worth leads and schedule face-to-face appointments to gather new clients and assets. Focus exclusively on acquisition and consultative selling without administrative or after-sale duties.

The role involves contacting high-net-worth leads to schedule and conduct face-to-face appointments to acquire new assets for the firm. The manager focuses entirely on client acquisition and sales, supported by internal portfolio management and client service teams.

Focus on acquiring high-net-worth clients by presenting wealth management solutions and evaluating financial goals. Engage with marketing-generated leads to educate prospective clients on the firm's offerings.

The primary responsibility is to contact provided high-net-worth leads, qualify them, and schedule face-to-face appointments to secure new clients and assets for the firm. This role is highly entrepreneurial, focusing entirely on direct consultative selling and client acquisition without administrative or after-sale duties.