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For Companies At a Glance
- Tasks: Engage with high-net-worth clients to understand their investment goals and set appointments.
- Company: Fisher Investments is a client-focused firm dedicated to personalised investing and unmatched service.
- Benefits: Enjoy 28 days annual leave, health benefits, gym subsidies, and a generous commission structure.
- Why this job: Join a motivated team, receive hands-on training, and create your unique career path in sales.
- Qualifications: University graduate or equivalent; sales experience is a plus but not required.
- Other info: Full training provided; energetic and collaborative work environment.
The predicted salary is between 32000 - 46000 £ per year.
Job Description
The Account Executive position provides the opportunity to join a sales environment surrounded by motivated, passionate individuals working to better the financial industry. You will be a crucial part of the sales process as the liaison between UK private clients and our firm – helping both their financial futures and our overall growth. You will engage with high-net-worth individuals who have expressed interest in Fisher Investments UK. Using sales techniques, you'll determine their investment goals and educate them on our strategy with the goal of setting an appointment with our outside sales team.
The Opportunity:
Through hands-on training and mentorship, your personal development is exponential. Surrounded by motivated professionals, you will grow your sales skills, build relationships within the firm and create your unique career path. The Account Executive position is both a rewarding and engaging role.
You will have a base salary with a generous uncapped commission structure and a great compensation package. Typical OTE averages: £40-55,000 year 1, £60-75,000 year 2 and £85,000+ year 3.
The Day-to-Day:
- Gain an understanding of wealth management in the UK. How do people invest their money? What do they invest it in?
- Sharpen your sales skills as you improve your pitch and help us turn leads into assets under management
- Speak to High net worth investors to understand their financial position and suggest relevant next steps
- Cultivate an understanding of Fisher Investments market philosophy, supported by sessions ranging from Capital Markets to sales techniques, you will learn the art of becoming a sales professional
Your Qualifications:
- University graduate or equivalent combination of education and experience
- Experience selling and passionate about a career in sales
- You meet challenges head-on. You learn from your setbacks and work towards improvement
- Eager to work in an energetic, collaborative environment with motivated professionals
Experience in finance is helpful but not necessary as full training is provided.
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
*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
Account Executive (Inside Sales) - Fisher Investments employer: Fisher Investments
Contact Detail:
Fisher Investments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Executive (Inside Sales) - Fisher Investments
✨Tip Number 1
Familiarise yourself with the financial industry, particularly wealth management in the UK. Understanding how high-net-worth individuals invest their money will help you engage more effectively during conversations.
✨Tip Number 2
Practice your sales pitch and techniques before applying. Role-playing scenarios with friends or colleagues can help you refine your approach and boost your confidence when speaking to potential clients.
✨Tip Number 3
Network with professionals in the finance and sales sectors. Attend industry events or join relevant online groups to connect with others who can provide insights and possibly refer you to opportunities at Fisher Investments.
✨Tip Number 4
Research Fisher Investments' market philosophy and values. Being able to articulate how your personal values align with theirs during interviews will demonstrate your genuine interest in the company and its mission.
We think you need these skills to ace Account Executive (Inside Sales) - Fisher Investments
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of an Account Executive at Fisher Investments. Familiarise yourself with their sales process and how they engage with high-net-worth clients.
Tailor Your CV: Highlight relevant experience in sales or client engagement in your CV. Emphasise any achievements that demonstrate your ability to meet challenges and improve over time, as these qualities are crucial for this role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for sales and your eagerness to work in a collaborative environment. Mention specific reasons why you want to join Fisher Investments and how you align with their client-first philosophy.
Prepare for Potential Questions: Anticipate questions related to your sales techniques and how you would approach high-net-worth clients. Be ready to discuss your understanding of wealth management and how you can contribute to the firm's growth.
How to prepare for a job interview at Fisher Investments
✨Understand the Financial Landscape
Before your interview, take some time to research the UK wealth management industry. Familiarise yourself with common investment strategies and current market trends. This knowledge will help you engage in meaningful conversations and demonstrate your interest in the role.
✨Showcase Your Sales Skills
Prepare to discuss your previous sales experiences and techniques you've used to close deals. Be ready to share specific examples of how you've met or exceeded targets, as this will highlight your suitability for the Account Executive position.
✨Emphasise Your Collaborative Spirit
Fisher Investments values teamwork and collaboration. During the interview, express your enthusiasm for working in a team-oriented environment. Share examples of how you've successfully collaborated with others in past roles to achieve common goals.
✨Ask Insightful Questions
Prepare thoughtful questions to ask your interviewers about Fisher Investments' culture, training programmes, and growth opportunities. This shows your genuine interest in the company and helps you assess if it's the right fit for you.
