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- Tasks: Support the sales team with admin tasks and client requests in a dynamic environment.
- Company: Fisher Investments prioritises clients, offering personalised investment services and a supportive workplace.
- Benefits: Enjoy 28 days annual leave, health coverage, and a generous pension plan.
- Why this job: Gain hands-on experience, mentorship, and build relationships while shaping your career path.
- Qualifications: No experience needed; just bring your teamwork spirit and reliability.
- Other info: This is a 3-month onsite internship in Canary Wharf.
Job Description
The Regional Junior Sales Associate (JA) will provide support and assistance to the Regional Sales Associate team throughout the year, particularly during high volume periods. The JA will be responsible for helping members of the team with administrative tasks and help deal with requests from our Private Clients Directors. The JA role will typically run for a 3 month period, dependent on business need and it is an onsite role in our office in Canary Wharf.
The Opportunity:
Through hands-on experience, training and mentorship, your personal development in the role is exponential. Surrounded by professionals, you will grow your support skills, build relationships within the firm and earn an opportunity to create your own career path. The Junior Associate position is both a rewarding and challenging role. Individuals who typically succeed in this role have the will to work and excel in merit-based environments. No experience is needed, so if you feel you might have what it takes-let us know!
The Day-to-Day:
- Assist RSAs in working with external parties to gather information on prospective clients' current investments
- Prepare resources for prospective client meetings
- Use Morningstar software to produce reports of prospective clients' current investments with outside providers
- Help review client profiles, looking at cash flow requirements, current assets and potential account structures and funding sources
- Prepare and send resources to current clients
Your Qualifications:
- Relationship-building skills
- Works well in a team-oriented setting
- Responsible and accountable
- Highly reliable and accurate
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
- A retirement pension plan, featuring a 9% company pension contribution of base pay with an additional company match up to 5% of base pay on personal contributions
- 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
Regional Sales Support Internship - Fisher Investments employer: Fisher Investments
Contact Detail:
Fisher Investments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Regional Sales Support Internship - Fisher Investments
✨Tip Number 1
Familiarise yourself with Fisher Investments and their approach to client service. Understanding their values and how they prioritise client relationships will help you align your responses during interviews and discussions.
✨Tip Number 2
Network with current or former employees of Fisher Investments, especially those in sales support roles. They can provide valuable insights into the company culture and expectations, which can be beneficial for your application.
✨Tip Number 3
Brush up on your administrative skills and tools commonly used in sales support, such as CRM software or reporting tools like Morningstar. Being able to demonstrate familiarity with these tools can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your teamwork and relationship-building experiences. Since the role requires collaboration with the Regional Sales Associate team, showcasing your ability to work well in a team-oriented environment will be crucial.
We think you need these skills to ace Regional Sales Support Internship - Fisher Investments
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and qualifications required for the Regional Sales Support Internship. Tailor your application to highlight how your skills align with these requirements.
Craft a Strong CV: Create a CV that showcases your relevant skills, education, and any experience that demonstrates your ability to work in a team-oriented setting. Emphasise your relationship-building skills and reliability.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific aspects of Fisher Investments that attract you, and explain how you can contribute to their team during high volume periods.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Fisher Investments
✨Show Your Team Spirit
Since the role involves working closely with a team, it's essential to demonstrate your ability to collaborate. Share examples of past experiences where you successfully worked in a team setting, highlighting your relationship-building skills.
✨Be Prepared for Administrative Tasks
The internship will involve various administrative duties. Familiarise yourself with common tasks such as preparing resources and handling client information. Mention any relevant experience or skills that showcase your reliability and accuracy.
✨Research Fisher Investments
Understanding the company's values and approach to client service is crucial. Take some time to research Fisher Investments and be ready to discuss how their mission aligns with your own career goals and values during the interview.
✨Ask Insightful Questions
Prepare thoughtful questions to ask your interviewers about the role and the company culture. This shows your genuine interest in the position and helps you assess if it's the right fit for you.