At a Glance
- Tasks: Engage with high-net-worth clients and help them achieve their financial goals.
- Company: Join a dynamic team at Fisher Investments, focused on client-first service.
- Benefits: Enjoy 28 days leave, top-tier health coverage, and a gym subsidy.
- Other info: Collaborative environment with ongoing training and employee appreciation events.
- Why this job: Kickstart your sales career with hands-on training and mentorship in finance.
- Qualifications: University graduate or equivalent experience; passion for sales is key.
The predicted salary is between 30000 - 40000 £ per year.
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.
The Day-to-Day
- Gain an understanding of wealth management in the UK.
- 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) in City of Westminster employer: Fisher Investments
Fisher Investments Europe is an exceptional employer that prioritises the growth and well-being of its employees, offering a dynamic sales environment where you can thrive alongside passionate professionals. With comprehensive training, generous benefits including 28 days of annual leave and a robust health plan, and a culture that values collaboration and personal development, you'll find meaningful opportunities to advance your career while making a positive impact in the financial industry.
StudySmarter Expert Advice🤫
We think this is how you could land Account Executive (Inside Sales) in City of Westminster
✨Tip Number 1
Network like a pro! Get out there and connect with people in the finance and sales sectors. Attend industry events, join relevant online groups, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might help you land that dream job!
✨Tip Number 2
Practice your pitch! Since you’ll be engaging with high-net-worth individuals, it’s crucial to refine your communication skills. Role-play with friends or family to get comfortable discussing financial strategies and investment goals. The more confident you are, the better your chances of impressing potential employers.
✨Tip Number 3
Research, research, research! Familiarise yourself with Fisher Investments’ market philosophy and the financial landscape in the UK. This knowledge will not only help you in interviews but also show your genuine interest in the role. Plus, it’ll make you stand out as a candidate who’s ready to hit the ground running.
✨Tip Number 4
Apply through our website! We love seeing applications come directly from motivated candidates. It shows initiative and enthusiasm for joining our team. Plus, you’ll have access to all the latest job openings and updates, making it easier for you to find the perfect fit.
We think you need these skills to ace Account Executive (Inside Sales) in City of Westminster
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Account Executive role. Highlight any sales experience and your passion for finance, even if it's just through coursework or personal interests.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're excited about the role and how you can contribute to our team. Be genuine and let your personality come through.
Showcase Your Sales Skills:In your application, don’t shy away from sharing specific examples of your sales achievements or challenges you've overcome. We love seeing how you tackle problems and turn leads into success!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role there!
How to prepare for a job interview at Fisher Investments
✨Know Your Stuff
Before the interview, make sure you understand the basics of wealth management and how high-net-worth individuals typically invest. Familiarise yourself with Fisher Investments' market philosophy and be ready to discuss how it aligns with your own views on investing.
✨Practice Your Pitch
Since this role involves engaging with clients, practice your sales pitch beforehand. Think about how you would approach a potential client and what questions you might ask to uncover their investment goals. Role-playing with a friend can help you refine your approach.
✨Show Your Passion
During the interview, let your enthusiasm for sales shine through. Talk about why you're passionate about helping clients achieve their financial goals and how you see yourself growing within the company. A genuine interest in the role will set you apart from other candidates.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask your interviewers. This could include inquiries about the training process, team dynamics, or how success is measured in the role. Asking insightful questions shows that you're engaged and serious about the opportunity.
