The primary responsibilities of the Regional Manager are the following: calling high-net-worth leads the firm provides, qualifying and scheduling face-to-face appointments, and meeting with prospective clients for the purpose of gathering new clients and assets for the firm. This position is highly entrepreneurial and involves extensive calling (although no cold-calling) and direct selling. Dedicated portfolio management and client service groups are primarily responsible for the integration and retention of client relationships.
What are the traits that our top salespeople possess?
Why Fisher Investments Europe:
Fisher Investments Europe offers portfolio management tailored to clients’ long-term goals. Client assets are held at recognized European custodians and managed by Fisher Investments in the United States. Fisher Investments and Fisher Investments Europe use a simple and transparent fee structure that aligns our interests with our clients’ priorities. The Fisher organization has a long history of managing global investments and helping people reach their long-term goals and objectives.
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FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
*Employees responsible for any benefit-in-kind taxes as classed by the HMRC
**Available only to regular full-time employees with at least a 12-month contract