At a Glance
- Tasks: Engage with high-net-worth clients and help them achieve their financial goals.
- Company: Join Fisher Investments, a leader in personalised financial services.
- Benefits: Enjoy 28 days annual leave, health benefits, and a supportive work environment.
- Other info: Collaborative culture with ongoing training and employee appreciation events.
- Why this job: Kickstart your sales career with hands-on training and mentorship from industry experts.
- 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 Programme and other emotional well‑being 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: Jobs via eFinancialCareers
Fisher Investments 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 retirement 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) - Fisher Investments
✨Tip Number 1
Network like a pro! Reach out to current employees at Fisher Investments on LinkedIn or through mutual connections. Ask them about their experiences and any tips they might have for landing the Account Executive role.
✨Tip Number 2
Prepare for the interview by practising your sales pitch. Think about how you would approach high-net-worth clients and what strategies you'd use to engage them. Show us your passion for sales and your understanding of the financial industry!
✨Tip Number 3
Research Fisher Investments thoroughly. Understand our market philosophy and be ready to discuss how you can contribute to our mission. This will not only impress us but also help you feel more confident during the interview.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you’re genuinely interested in joining our team at Fisher Investments.
We think you need these skills to ace Account Executive (Inside Sales) - Fisher Investments
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 joining Fisher Investments and how you can contribute to our mission. 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’ve turned obstacles into opportunities!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to the right people and shows us you’re serious about joining our team!
How to prepare for a job interview at Jobs via eFinancialCareers
✨Know Your Stuff
Before the interview, make sure you understand Fisher Investments' market philosophy and the basics of wealth management in the UK. Brush up on common investment strategies and be ready to discuss how they align with clients' financial goals.
✨Practice Your Pitch
Since this role involves engaging with high-net-worth individuals, practice your sales pitch. Tailor it to highlight how you can help clients achieve their investment goals. Role-playing with a friend or mentor can really help you refine your approach.
✨Show Your Passion for Sales
During the interview, express your enthusiasm for a career in sales. Share examples of how you've tackled challenges in the past and what you've learned from them. This will demonstrate your resilience and eagerness to grow in a collaborative environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, training opportunities, and how success is measured in the Account Executive role. This shows that you're genuinely interested in the position and eager to contribute to the team.
