At a Glance
- Tasks: Support Private Client Advice teams with workflow, admin tasks, and client proposals.
- Company: Fisher Investments Europe, a leading investment management firm.
- Benefits: Paid health premiums, 28 days leave, gym subsidy, and retirement contributions.
- Other info: Collaborative environment with ongoing training and employee appreciation events.
- Why this job: Kickstart your finance career with hands-on experience in a rapidly growing firm.
- Qualifications: Strong communication skills, team player, and a keen interest in finance.
The predicted salary is between 20000 - 30000 € per year.
Fisher Investments Europe is the European subsidiary of Fisher Investments, a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the world's preeminent institutions. Our organisation is looking for a Finance Intern to help our Private Client Advice teams and support our rapidly expanding business.
The Opportunity: As an Intern you will be involved in helping balance team workflow generated by our Private Client Directors along with helping members of the team with administrative tasks, assisting in dealing with requests from various departments and preparing materials for inclusion within client proposals. This is a fantastic opportunity for anyone looking to start a career in financial services and will give interns an in-depth understanding of the industry and of a firm that is expanding rapidly.
The Day-to-Day:
- Liaise with external parties to gather information on prospective clients’ current investments
- Prepare resources for prospective client meetings
- Produce reports of prospective clients’ current investments with outside providers
- Help review client profiles, identify cash flow requirements, current assets and potential account structures based on funding sources
- Prepare and send resources to current clients
- Assist in formulating elevations for senior management
- Run cash flow and portfolio simulations for inclusion in the proposals
- Contact losing providers for plan information
Your Qualifications:
- Strong oral and written articulation skills
- Ability to collaborate well within a team
- Have a will-do attitude, be responsible, accountable and driven
- Be efficient and coordinated
- Highly reliable and accurate
- A keen interest in the financial services industry
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
Fisher Investments Europe is an equal opportunity employer.
Private Client Advice Internship in London employer: Fisher Investments Europe
Fisher Investments Europe is an exceptional employer that prioritises employee well-being and professional growth, offering a collaborative work environment where interns can gain invaluable insights into the financial services industry. With comprehensive benefits such as 100% paid health premiums, generous annual leave, and a strong commitment to training and development, this internship provides a meaningful pathway for aspiring finance professionals in a rapidly expanding firm located in a vibrant European market.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Advice Internship in London
✨Tip Number 1
Network like a pro! Reach out to current or former interns at Fisher Investments Europe on LinkedIn. Ask them about their experiences and any insider tips they might have. This can give you a leg up when it comes to understanding the company culture and what they value in candidates.
✨Tip Number 2
Prepare for your interviews by brushing up on your financial knowledge. Familiarise yourself with current market trends and be ready to discuss how they might impact private clients. Showing that you’re informed and passionate about the industry will definitely impress the interviewers!
✨Tip Number 3
Don’t underestimate the power of a follow-up! After your interview, send a thank-you email to express your appreciation for the opportunity. It’s a simple gesture that shows your enthusiasm and professionalism, and it keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! We want to see your application directly, and it helps us keep track of all the amazing candidates like you. Plus, it’s a great way to show your interest in joining our team at Fisher Investments Europe.
We think you need these skills to ace Private Client Advice Internship in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Client Advice Internship. Highlight any relevant experience or skills that match the job description, like teamwork and communication skills. We want to see how you fit into our culture!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're interested in the financial services industry and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Skills:Don’t forget to highlight your strong oral and written articulation skills in your application. We’re looking for someone who can communicate effectively, so give us examples of how you've done this in the past.
Apply Through Our Website:We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at Fisher Investments Europe
✨Know Your Stuff
Before the interview, make sure you research Fisher Investments Europe thoroughly. Understand their approach to client management and the financial services they offer. This will not only help you answer questions confidently but also show your genuine interest in the company.
✨Showcase Your Skills
Highlight your strong oral and written articulation skills during the interview. Be prepared to discuss examples of how you've collaborated within a team or tackled administrative tasks efficiently. This will demonstrate that you have the right mindset for the internship.
✨Ask Smart Questions
Prepare thoughtful questions about the role and the company culture. Inquire about the day-to-day responsibilities of the internship or how the team collaborates on client proposals. This shows that you're engaged and eager to learn more about the position.
✨Exude Positivity and Drive
During the interview, maintain a positive attitude and express your willingness to take on challenges. Emphasise your 'will-do' attitude and how you can contribute to the team’s success. Employers love candidates who are accountable and driven!
