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- Tasks: Engage with high-net-worth clients and discuss their financial goals.
- Company: Fisher Investments Europe prioritises client service and personalised investing.
- Benefits: Enjoy 28 days annual leave, health benefits, and a pension plan.
- Why this job: Kickstart your finance career with hands-on training and mentorship in a supportive environment.
- Qualifications: No experience needed; just a passion for sales and finance.
- Other info: This is a two-month internship with potential for career growth.
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
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
Familiarise yourself with the financial industry and Fisher Investments' investment philosophy. Understanding these concepts will not only help you during your training but also enable you to engage more effectively with high-net-worth clients.
✨Tip Number 2
Practice your communication skills, especially in a sales context. Role-playing conversations with friends or family can help you become more comfortable discussing financial goals and suggesting solutions.
✨Tip Number 3
Get to know the sales CRM tools that are commonly used in the industry. Familiarity with these systems will give you a head start in managing your sales pipeline and recording client interactions efficiently.
✨Tip Number 4
Network with professionals in the finance and sales sectors. Attend relevant events or join online forums to build connections and gain insights into what makes a successful Account Executive.
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 of the UK Account Executive Internship. Familiarise yourself with the sales environment and the skills required to engage high-net-worth clients.
Tailor Your CV: Highlight any relevant skills or experiences that demonstrate your interest in sales and finance. Even if you lack direct experience, showcase transferable skills such as communication, persuasion, and relationship-building.
Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the role and the company. Mention why you are interested in Fisher Investments Europe and how you can contribute to their mission of putting clients first.
Showcase Your Motivation: In your application, express your desire to learn and grow within the financial sales industry. Highlight your willingness to work hard and succeed in a merit-based environment, as this aligns with the qualities they seek in candidates.
How to prepare for a job interview at Fisher Investments
✨Research the Company
Before your interview, take some time to learn about Fisher Investments Europe. Understand their investment philosophy and how they prioritise client needs. This knowledge will help you demonstrate your genuine interest in the company during the interview.
✨Prepare for Sales Scenarios
Since this role involves persuading high-net-worth clients, be ready to discuss your approach to sales. Think of examples where you've successfully communicated or engaged with others, even if it's from a non-professional context. This will show your potential to thrive in a sales environment.
✨Show Enthusiasm for Learning
As this internship is designed for those starting their career in finance and sales, express your eagerness to learn. Highlight any relevant skills or experiences that demonstrate your willingness to grow and adapt in a fast-paced environment.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of your interview. Inquire about the training process, mentorship opportunities, or what success looks like in this role. This shows your proactive attitude and genuine interest in the position.
