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For Companies At a Glance
- Tasks: Lead a team providing sales and operational support for Assurance Vie accounts.
- Company: Fisher Investments prioritises client satisfaction with a transparent approach to investing.
- Benefits: Enjoy 28 days annual leave, top-tier health plans, and a gym subsidy.
- Why this job: Join a collaborative environment focused on personal growth and client success.
- Qualifications: University degree or equivalent experience; knowledge of French Assurance Vie required.
- Other info: Opportunity to develop leadership skills while managing a dynamic team.
The predicted salary is between 28800 - 42000 £ per year.
Overview
The Opportunity:
As a French Assurance Vie Associate, you will help support the team and its ambitious goals. You will coordinate with internal departments, prepare onboarding paperwork, help create sales deliverables, build new processes, and much more. By becoming a part of the new FIL brokerage team, you will expand your knowledge in both finance and this market and be an essential part of a growing business. You will report to your Team Leader who will aid in your job training and ongoing professional development.
The Day-to-Day:
Support FIL wealth engineers and investment counsellors with operational requests (portfolio recommendations, system updates, documentation) to ensure outstanding service to prospects and clients
Ensure we have appropriate documentation from clients to begin their relationship with FIL by partnering with internal departments and requesting necessary documents
Partner with the insurance company to complete administrative and operational requests for clients
Perform ad-hoc projects and brainstorm process improvements to support a growing department
Your Qualifications:
A university degree or equivalent combination of education and experience
Native French language proficiency and proficiency in English (Recruitment process will be in English)
You are engaging and can connect with a wide array of audiences by phone and email
Commitment to maintain quality of work while sticking to a timeline
You meet challenges head-on. You learn from your setbacks and work towards improvement
Eager to work in an autonomous environment to support client needs
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:
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
Contact Detail:
Fisher Investments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land French Wealth Solutions Associate (French Assurance Vie Associate)
✨Tip Number 1
Familiarise yourself with French Assurance Vie account structures and procedures. Understanding the nuances of these financial products will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who have experience with Assurance Vie. Engaging with industry experts can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Brush up on your skills with Microsoft programs, Salesforce, and PowerBI. Being proficient in these tools is crucial for the role, and showcasing your technical abilities can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your experience in mentorship and team leadership. The role requires overseeing a team, so highlighting your past experiences in training and developing others will be beneficial during the interview process.
We think you need these skills to ace French Wealth Solutions Associate (French Assurance Vie Associate)
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the French Wealth Solutions Associate position. Understand the key responsibilities and qualifications required, especially regarding knowledge of French Assurance Vie account structures.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job requirements. Emphasise any previous roles in financial services, particularly those involving insurance or wealth management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific experiences that demonstrate your ability to lead a team, manage client relationships, and improve processes, as outlined in the job description.
Highlight Relevant Skills: In your application, be sure to mention your proficiency with Microsoft programs, Salesforce, and any other tools mentioned in the job description. Provide examples of how you've used these tools effectively in past roles.
How to prepare for a job interview at Fisher Investments
✨Know Your Assurance Vie
Make sure you have a solid understanding of French Assurance Vie account structures and procedures. Be prepared to discuss how these work and their importance in the role, as this will show your expertise and readiness for the position.
✨Demonstrate Leadership Skills
As the role involves overseeing a team, highlight any previous experience you have in mentorship or leading projects. Share specific examples of how you've developed team members or improved processes in past roles.
✨Familiarise Yourself with Tools
Get comfortable with Microsoft programs, Salesforce, and PowerBI before the interview. Being able to discuss how you've used these tools effectively in your previous roles will demonstrate your technical proficiency and readiness to hit the ground running.
✨Prepare Questions for Them
Think of insightful questions to ask about the team dynamics, company culture, and expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
