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For Companies At a Glance
- Tasks: Engage with high-net-worth clients and discuss their financial goals.
- Company: Fisher Investments prioritises client service and personalised investing.
- Benefits: Enjoy 28 days annual leave, health benefits, and a retirement pension plan.
- Why this job: Gain hands-on experience in finance and sales with mentorship from industry professionals.
- Qualifications: No prior experience needed; just a passion for financial sales and communication.
- Other info: This is a two-month internship with potential for career growth.
Job Description
Want to experience work in a sales environment? Do you have what it takes to persuade high-net-worth clients? Looking for an internship with a base salary and career development opportunities?
Be the first contact with prospective high-net-worth clients as part of a two-month internship program to start your career in finance and sales.
Your first week will be in training; learn the basics of the financial industry, Fisher's investment philosophy, and financial sales. The remaining eight weeks are spent on the phones, discussing clients' financial goals and working with them to see if Fisher Investments Europe can help.
The Opportunity:
Through hands-on experience, training and mentorship, your personal development in you will be exponential. Surrounded by professionals, you will grow your sales skills, build relationships within the firm and earn an opportunity to create your own career path. Individuals who typically succeed in this role have the will to work, succeed in merit-based environments and have experience establishing communication and engagement with prospects. No experience is needed so if you feel you might have what it takes-let us know!
The Day-to-Day:
- Spend time gaining an understanding of wealth management in the UK. How do people invest their money? What do they invest it in?
- Speak to High net worth investors that have expressed an interest in Fisher Investments Europe's investment literature, to understand their financial position and suggesting the relevant next steps
- Use a sales CRM to manage the sales pipeline and record information on prospects
- Understand the prospect's needs and market solutions which align to those needs
Your Qualifications:
- A desire to get started in Financial Sales and progress to a further role
- Keen interest in a career in sales
Why Fisher Investments Europe:
The global Fisher organization distinguishes itself by putting clients first, providing unmatched service, and taking a personalized 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 recognized 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 for eligible employees (employees who have a contract for 2 months or longer)
- 28 days annual leave (pro rata), 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 (employees who have been with the firm for 42 weeks or longer).
- 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 for eligible employees (employees who have a contract for 2 months or longer)
- 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
UK Account Executive Internship - Fisher Investments employer: Fisher Investments
Contact Detail:
Fisher Investments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land UK Account Executive Internship - Fisher Investments
✨Tip Number 1
Familiarise yourself with Fisher Investments' investment philosophy and the financial industry. Understanding their approach will not only help you during the training week but also enable you to engage more effectively with potential clients.
✨Tip Number 2
Practice your communication skills, especially in a sales context. Role-playing conversations with friends or family can help you become more comfortable discussing financial goals and suggesting solutions.
✨Tip Number 3
Network with professionals in the finance and sales sectors. Attend relevant events or join online forums to gain insights and tips from those already in the field, which can give you an edge during your internship.
✨Tip Number 4
Be prepared to demonstrate your willingness to learn and adapt. Show enthusiasm for the role and a proactive attitude towards personal development, as these traits are highly valued in merit-based environments like Fisher Investments.
We think you need these skills to ace UK Account Executive Internship - Fisher Investments
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of the UK Account Executive Internship. Familiarise yourself with the sales environment and the skills required to engage high-net-worth clients.
Tailor Your CV: Craft your CV to highlight any relevant skills or experiences that align with the internship. Focus on communication skills, any sales experience, and your eagerness to learn about finance and sales.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention why you are interested in financial sales and how you can contribute to Fisher Investments' mission of putting clients first.
Showcase Your Motivation: During the application process, emphasise your desire to grow in a merit-based environment. Share examples of how you've demonstrated determination and engagement in previous roles or experiences.
How to prepare for a job interview at Fisher Investments
✨Research Fisher Investments
Before the interview, take some time to understand Fisher Investments' philosophy and values. Familiarise yourself with their approach to client service and investment strategies. This will not only show your genuine interest but also help you align your answers with their core principles.
✨Prepare for Sales Scenarios
Since this role involves persuading high-net-worth clients, be ready to discuss how you would handle various sales scenarios. Think about how you would engage a potential client, identify their needs, and suggest appropriate solutions. Practising these scenarios can boost your confidence during the interview.
✨Show Your Communication Skills
Effective communication is key in sales. During the interview, demonstrate your ability to articulate your thoughts clearly and engage in a conversation. Use examples from your past experiences where you successfully communicated with others, even if it's not directly related to sales.
✨Express Your Willingness to Learn
As this internship is designed for those starting their careers, emphasise your eagerness to learn and grow within the financial sales environment. Share any relevant experiences that showcase your adaptability and willingness to take on new challenges, which will resonate well with the interviewers.
