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For Companies At a Glance
- Tasks: Engage with high-net-worth clients and discuss their financial goals.
- Company: Fisher Investments Europe prioritizes client needs with a personalized investment approach.
- Benefits: Enjoy 28 days of leave, top-tier health coverage, and a solid pension plan.
- Why this job: Gain hands-on experience in finance and sales while developing your career path.
- Qualifications: No prior experience needed; just a passion for financial sales and communication.
- Other info: This is a two-month internship with training and mentorship opportunities.
Job Description
This job is with Fisher Investments, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.
Want to experience work in a sales environment? Do you have what it takes to persuade high-net-worth clients? Looking for an internship with a base salary and career development opportunities?
Be the first contact with prospective high-net-worth clients as part of a two-month internship program to start your career in finance and sales.
Your first week will be in training; learn the basics of the financial industry, Fisher's investment philosophy, and financial sales. The remaining eight weeks are spent on the phones, discussing clients' financial goals and working with them to see if Fisher Investments Europe can help.
The Opportunity:
Through hands-on experience, training and mentorship, your personal development in you will be exponential. Surrounded by professionals, you will grow your sales skills, build relationships within the firm and earn an opportunity to create your own career path. Individuals who typically succeed in this role have the will to work, succeed in merit-based environments and have experience establishing communication and engagement with prospects. No experience is needed so if you feel you might have what it takes-let us know!
The Day-to-Day:
- Spend time gaining an understanding of wealth management in the UK. How do people invest their money? What do they invest it in?
- Speak to High net worth investors that have expressed an interest in Fisher Investments Europe's investment literature, to understand their financial position and suggesting the relevant next steps
- Use a sales CRM to manage the sales pipeline and record information on prospects
- Understand the prospect's needs and market solutions which align to those needs
Your Qualifications:
- A desire to get started in Financial Sales and progress to a further role
- Keen interest in a career in sales
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
#LI-DNI
UK Account Executive Internship employer: Fisher Investments
Contact Detail:
Fisher Investments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land UK Account Executive Internship
✨Tip Number 1
Familiarize yourself with the financial industry and Fisher Investments' investment philosophy. Understanding these concepts will help you engage more effectively with high-net-worth clients during your internship.
✨Tip Number 2
Practice your communication skills by role-playing sales conversations with friends or family. This will boost your confidence and prepare you for discussing financial goals with prospective clients.
✨Tip Number 3
Research common investment strategies and products that high-net-worth individuals typically consider. Being knowledgeable about these topics will allow you to provide valuable insights during client interactions.
✨Tip Number 4
Network with professionals in the finance and sales sectors. Attend relevant events or join online forums to gain insights and tips from those already in the field, which can help you stand out during your internship.
We think you need these skills to ace UK Account Executive Internship
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and expectations of the UK Account Executive Internship. Familiarize yourself with the financial industry basics and Fisher Investments' approach to client relations.
Tailor Your CV: Customize your CV to highlight any relevant skills or experiences that align with sales and client engagement. Even if you lack direct experience, emphasize your willingness to learn and your interest in finance and sales.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the internship and your desire to develop in a sales environment. Mention specific reasons why you want to work at Fisher Investments Europe and how you can contribute to their team.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that your documents are well-organized and professional.
How to prepare for a job interview at Fisher Investments
✨Understand the Financial Industry Basics
Before your interview, make sure you have a solid grasp of the basics of the financial industry. Familiarize yourself with common investment terms and Fisher Investments' philosophy. This will show your genuine interest in the role and help you engage in meaningful conversations.
✨Demonstrate Your Communication Skills
Since this role involves speaking with high-net-worth clients, practice articulating your thoughts clearly and confidently. Prepare to discuss how you would approach understanding a client's financial goals and how you can build rapport with them.
✨Show Your Willingness to Learn
Emphasize your eagerness to learn and grow within the sales environment. Share examples from your past experiences where you successfully adapted to new challenges or acquired new skills, even if they are not directly related to finance.
✨Prepare Questions for Your Interviewers
Having thoughtful questions ready for your interviewers can set you apart. Ask about the training process, mentorship opportunities, or what success looks like in this internship. This shows that you are proactive and genuinely interested in the position.
