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- Tasks: Support Private Client Directors with administrative and analytical tasks to enhance client meetings.
- Company: Join Fisher Investments Europe, a leader in financial services dedicated to client education and support.
- Benefits: Enjoy 28 days of leave, top-tier health plans, gym subsidies, and a retirement pension plan.
- Why this job: Kickstart your career in finance while building relationships and gaining valuable skills in a supportive environment.
- Qualifications: A university degree or equivalent experience; strong communication and organizational skills are essential.
- Other info: This is an in-office role with potential for hybrid work based on performance.
The predicted salary is between 28800 - 43200 £ per year.
We are looking for Regional Sales Associates to help support our growth. As a Regional Sale Associate, you will be providing administrative and analytical support for our Private Client Directors. Private Client Directors are responsible for meeting with prospective clients and providing them education on the service Fisher Investments Europe provides. Reporting to your Team Leader, you will provide Private Client Directors with all the resources they need in the field. This is a great role for anyone looking to start their career in financial services; you’ll learn how operations work from the bottom-up, while developing successful professional relationships and transferable skills along the way. We are keen to support you through professional qualifications, dependent on certain criteria and where we see fit.
The Day-to-Day:
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You will be a point of contact and administrative support for the Private Client Directors
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Prepare resources for prospective client meetings
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Work with external parties to gather information on prospective clients’ current investments
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Work with our Private Client Advice department to initiate the first steps in completing our recommendation proposal for prospective clients
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Use Morningstar and FE Analytics software to produce reports of prospective clients’ current investments with outside providers
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Work with Quality Control team to ensure all documents are in line with our anti-money laundering policy
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Elevate all potential risks via our internal portal to protect reputation of the firm
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A university degree or equivalent combination of education and/or experience
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You are engaging and can connect with a wide array of audiences by phone and email
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Eager to work in a collaborative environment to support high-volume output with accuracy
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Manage complex workflow and coordinate across several departments under strict timelines
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Reliable and accurate
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Commitment to maintain quality of work while sticking to a timeline
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:
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100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
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28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
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Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees
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$10,000* fertility, hormonal health and family-forming benefit
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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
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Gym subsidy of up to £50 per month
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Employee Assistance Program and other emotional wellbeing services
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A collaborative working environment that practises ongoing training, educational support and employee appreciation events
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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.
Regional Sales Associate (Entry-Level Administrator employer: Fisher Asset Management, LLC
Contact Detail:
Fisher Asset Management, LLC Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Regional Sales Associate (Entry-Level Administrator
✨Tip Number 1
Familiarize yourself with the financial services industry, especially focusing on investment management. Understanding the basics of how investments work will help you connect better with the Private Client Directors and prospective clients.
✨Tip Number 2
Practice your communication skills, both written and verbal. Since you'll be engaging with a wide array of audiences, being able to convey information clearly and confidently is crucial for this role.
✨Tip Number 3
Get comfortable with analytical tools like Morningstar and FE Analytics. Familiarity with these platforms will not only make you more efficient in your role but also show your initiative and readiness to contribute from day one.
✨Tip Number 4
Network with professionals in the financial services sector. Attend industry events or join relevant online forums to build connections that could provide insights and potentially lead to referrals for the position.
We think you need these skills to ace Regional Sales Associate (Entry-Level Administrator
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Regional Sales Associate position. Understand the responsibilities and skills required, as this will help you tailor your application to highlight relevant experiences.
Highlight Relevant Experience: In your CV and cover letter, emphasize any administrative or analytical experience you have, even if it's from internships or academic projects. Mention specific tools or software you are familiar with that relate to the role, such as Morningstar or FE Analytics.
Showcase Communication Skills: Since the role involves connecting with various audiences, make sure to demonstrate your communication skills in your application. Use clear and concise language, and provide examples of how you've successfully communicated in previous roles or projects.
Express Enthusiasm for Learning: Convey your eagerness to learn and grow within the financial services industry. Mention any relevant coursework, certifications, or professional development activities that show your commitment to building a career in this field.
How to prepare for a job interview at Fisher Asset Management, LLC
✨Understand the Role
Make sure you have a clear understanding of what a Regional Sales Associate does. Familiarize yourself with the responsibilities, such as providing administrative support and preparing resources for client meetings. This will help you answer questions confidently.
✨Show Your Communication Skills
Since the role involves connecting with various audiences, be prepared to demonstrate your communication skills. Practice articulating your thoughts clearly and engagingly, both in person and over the phone.
✨Highlight Your Teamwork Experience
This position requires collaboration across departments. Share examples from your past experiences where you successfully worked in a team environment, emphasizing your ability to manage complex workflows and meet deadlines.
✨Prepare Questions
Have thoughtful questions ready to ask at the end of the interview. This shows your interest in the company and the role. You might inquire about the training programs available or how success is measured for this position.
