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About the Role
The Account Executive position provides the opportunity to join a sales environment surrounded by motivated, passionate individuals working to better the financial industry. You will be a crucial part of the sales process as the liaison between UK private clients and our firm - helping both their financial futures and our overall growth. You will engage with high-net-worth individuals who have expressed interest in Fisher Investments UK. Using sales techniques, you’ll determine their investment goals and educate them on our strategy with the goal of setting an appointment with our outside sales team.
Responsibilities
- Gain an understanding of wealth management in the UK.
- Sharpen sales skills by improving pitch and turning leads into assets under management.
- Speak to High net worth investors to understand their financial position and suggest relevant next steps.
- Cultivate an understanding of Fisher Investments market philosophy, supported by sessions ranging from Capital Markets to sales techniques.
Requirements
- University graduate or equivalent combination of education and experience.
- Experience selling and passionate about a career in sales.
- Meets challenges head-on, learns from setbacks, and works towards improvement.
- Eager to work in an energetic, collaborative environment with motivated professionals.
- Experience in finance is helpful but not necessary as full training is provided.
Location
- UK
Work Type
- Full-time
Experience Level
- Entry-level
Education Level
- University graduate
Benefits
- 100% paid premiums for supplemental medical, dental and annual health screening plans for employees and their qualified dependents.
- 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays.
- Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees.
- $10,000 equivalent fertility, hormonal health and family-forming benefit.
- Retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions.
- Gym subsidy of up to £50 per month.
- Employee Assistance Program and other emotional wellbeing services.
- A collaborative working environment that practises ongoing training, educational support and employee appreciation events.
About the Company
- The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing.
- Aligns with clients’ best interests by using a simple and transparent fee structure and recognised European custodians.
Equal Opportunity
- FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER