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- Tasks: Support the sales team with admin tasks and client requests in a dynamic environment.
- Company: Join Fisher Investments Europe, a client-focused firm dedicated to personalised investing.
- Benefits: Enjoy 28 days annual leave, health benefits, and a collaborative work culture.
- Why this job: Gain hands-on experience, mentorship, and build your career path in a rewarding role.
- Qualifications: No experience needed; just bring your relationship-building skills and teamwork spirit.
- Other info: This is a 3-month onsite internship at our Canary Wharf office.
The Regional Junior Sales Associate (JA) will provide support and assistance to the Regional Sales Associate team throughout the year, particularly during high volume periods. The JA will be responsible for helping members of the team with administrative tasks and help deal with requests from our Private Clients Directors. The JA role will typically run for a 3 month period, dependent on business need and it is an onsite role in our office in Canary Wharf.
The Opportunity: Through hands-on experience, training and mentorship, your personal development in the role is exponential. Surrounded by professionals, you will grow your support skills, build relationships within the firm and earn an opportunity to create your own career path. The Junior Associate position is both a rewarding and challenging role. Individuals who typically succeed in this role have the will to work, excel in merit-based environments and have no experience needed, so if you feel you might have what it takes - let us know.
The Day-to-Day:
- Assist RSAs in working with external parties to gather information on prospective clients' current investments
- Prepare resources for prospective client meetings
- Use Morningstar software to produce reports of prospective clients' current investments with outside providers
- Help review client profiles, looking at cash flow requirements, current assets and potential account structures and funding sources
- Prepare and send resources to current clients
Your Qualifications:
- Relationship-building skills
- Works well in a team-oriented setting
- Responsible and accountable
- Highly reliable and accurate
Why Fisher Investments Europe: The global Fisher organization distinguishes itself by putting clients first, providing unmatched service, and taking a personalized approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognized European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:
- 100% paid premiums for our top-tier supplemental medical, dental, and annual health screening plans for employees and their qualified dependents for eligible employees (employees who have a contract for 2 months or longer)
- 28 days annual leave (pro rata), 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 (employees who have been with the firm for 42 weeks or longer)
- A retirement pension plan, featuring a 9% company pension contribution of base pay with an additional company match up to 5% of base pay on personal contributions for eligible employees (employees who have a contract for 2 months or longer)
- Employee Assistance Program and other emotional wellbeing services
- A collaborative working environment that practises ongoing training, educational support and employee appreciation events
Fisher Investments Europe is an equal opportunity employer.
Regional Sales Support Internship employer: Fisher Investments
Contact Detail:
Fisher Investments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Regional Sales Support Internship
✨Tip Number 1
Network with current or former employees of Fisher Investments Europe. They can provide valuable insights into the company culture and what it takes to succeed in the Regional Sales Support Internship.
✨Tip Number 2
Familiarise yourself with Morningstar software, as it's mentioned in the job description. Having a basic understanding of how to use it will show your initiative and readiness to contribute from day one.
✨Tip Number 3
Prepare to discuss your relationship-building skills during the interview. Think of examples from your past experiences where you successfully collaborated with others or built strong connections.
✨Tip Number 4
Research the financial services industry and current trends. Being knowledgeable about the market will help you engage in meaningful conversations and demonstrate your enthusiasm for the role.
We think you need these skills to ace Regional Sales Support Internship
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and qualifications required for the Regional Sales Support Internship. Tailor your application to highlight how your skills align with these requirements.
Craft a Strong CV: Ensure your CV is up-to-date and clearly outlines your relevant skills, education, and any experience that demonstrates your ability to work in a team-oriented setting. Highlight any administrative tasks or customer service roles you've held.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific reasons why you want to join Fisher Investments Europe and how you can contribute to the team, even without prior experience.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Fisher Investments
✨Show Your Team Spirit
Since the role involves working closely with a team, demonstrate your ability to collaborate and support others. Share examples from your past experiences where you successfully worked in a team setting.
✨Highlight Your Reliability
The job requires someone who is responsible and accountable. Be prepared to discuss instances where you have shown reliability, whether in school projects, part-time jobs, or volunteer work.
✨Prepare for Client Interactions
As you'll be assisting with client requests, think about how you would handle client interactions. Practice answering questions about how you would gather information and prepare resources for meetings.
✨Familiarise Yourself with Relevant Tools
Although no experience is needed, showing that you are proactive by learning about tools like Morningstar software can set you apart. Mention any similar software or analytical tools you’ve used in the past.
