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- Tasks: Support the team with operational requests and client documentation.
- Company: Join Fisher Investments Europe, a client-first financial services firm.
- Benefits: Enjoy 28 days leave, health benefits, and a gym subsidy.
- Why this job: Gain finance knowledge while working in a supportive, collaborative environment.
- Qualifications: Fluent in French and English, with a university degree or equivalent experience.
- Other info: This is an in-office role with potential for hybrid work.
The predicted salary is between 28800 - 43200 £ per year.
The Opportunity: As a French Assurance Vie Associate, you will help support the team and its ambitious goals. You will coordinate with internal departments, prepare onboarding paperwork, help create sales deliverables, build new processes, and much more. By becoming a part of the new FIL brokerage team, you will expand your knowledge in both finance and this market and be an essential part of a growing business. You will report to your Team Leader who will aid in your job training and ongoing professional development.
The Day-to-Day:
- Support FIL wealth engineers and investment counsellors with operational requests (portfolio recommendations, system updates, documentation) to ensure outstanding service to prospects and clients.
- Ensure we have appropriate documentation from clients to begin their relationship with FIL by partnering with internal departments and requesting necessary documents.
- Partner with the insurance company to complete administrative and operational requests for clients.
- Perform ad-hoc projects and brainstorm process improvements to support a growing department.
Your Qualifications:
- A university degree or equivalent combination of education and experience.
- Native French language proficiency and proficiency in English. Recruitment process will be in English.
- You are engaging and can connect with a wide array of audiences by phone and email.
- Commitment to maintain quality of work while sticking to a timeline.
- You meet challenges head-on. You learn from your setbacks and work towards improvement.
- Eager to work in an autonomous environment to support client needs.
Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised 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 recognised 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.
- 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 fertility, hormonal health and family-forming benefit.
- A 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.
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER.
French Wealth Solutions Associate (French Assurance Vie Associate) employer: Fisher Investments
Contact Detail:
Fisher Investments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land French Wealth Solutions Associate (French Assurance Vie Associate)
✨Tip Number 1
Familiarise yourself with the financial services industry, particularly in wealth management and assurance products. Understanding the nuances of Assurance Vie will give you an edge in discussions and demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the finance sector, especially those who work in wealth management or insurance. Attend relevant events or join online forums to connect with potential colleagues and gain insights into the company culture at Fisher Investments Europe.
✨Tip Number 3
Brush up on your communication skills in both French and English. Since the recruitment process will be conducted in English, being able to switch between languages fluently will showcase your adaptability and make a positive impression.
✨Tip Number 4
Prepare to discuss your problem-solving abilities and how you've handled challenges in previous roles. The job requires a proactive approach, so having examples ready will help illustrate your capability to thrive in an autonomous environment.
We think you need these skills to ace French Wealth Solutions Associate (French Assurance Vie Associate)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in finance and client support. Emphasise any roles where you coordinated with internal departments or handled documentation, as these are key aspects of the position.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your native French proficiency and how it will benefit the team. Share specific examples of how you've successfully managed operational requests or improved processes in previous roles.
Showcase Your Communication Skills: Since the role involves connecting with clients and internal teams, highlight your communication skills. Provide examples of how you've effectively communicated in both French and English, whether through phone calls, emails, or presentations.
Demonstrate Problem-Solving Abilities: The job requires someone who can tackle challenges head-on. Include examples in your application that showcase your ability to learn from setbacks and improve processes. This will demonstrate your readiness for the dynamic environment at Fisher Investments Europe.
How to prepare for a job interview at Fisher Investments
✨Showcase Your Language Skills
As a French Assurance Vie Associate, fluency in both French and English is crucial. Be prepared to demonstrate your language proficiency during the interview, perhaps by discussing your previous experiences or answering questions in both languages.
✨Understand the Role and Company
Familiarise yourself with Fisher Investments Europe and their approach to client service. Research their values and how they align with your own. This will help you articulate why you're a good fit for the team and the company culture.
✨Prepare for Operational Scenarios
Since the role involves supporting wealth engineers and investment counsellors, think of examples from your past where you've successfully handled operational requests or improved processes. Be ready to discuss these scenarios in detail.
✨Demonstrate Problem-Solving Skills
The job requires a proactive approach to challenges. Prepare to share instances where you've faced setbacks and how you learned from them. Highlight your ability to maintain quality work while adhering to timelines.
