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- Tasks: Engage with investors and support portfolio managers in wealth management.
- Company: Dynamic firm in London focused on investment and client success.
- Benefits: Competitive salary up to £45k plus benefits and professional growth opportunities.
- Other info: On-site role with a focus on professional development and compliance.
- Why this job: Kickstart your career in finance while building valuable client relationships.
- Qualifications: Sales experience, strong communication skills, and a passion for learning.
The predicted salary is between 40000 - 45000 £ per year.
Experience: Engaging with prospective investors, supporting portfolio managers, and learning the foundations of wealth and investment management.
Location: London (On-site)
Salary: Up to £45k + benefits ASAP
Key Responsibilities- Develop a strong understanding of investment and wealth management principles.
- Learn and articulate the firm’s investment philosophy, strategies, and products to prospective clients.
- Engage with potential investors to understand their objectives and financial goals.
- Schedule and lead introductory calls to identify client needs and next steps.
- Present the firm’s value proposition to convert leads into long-term relationships.
- Support the investment management team during client meetings and onboarding processes.
- Maintain accurate data in the CRM system and uphold regulatory and compliance standards.
We’re interested in individuals who are:
- Driven, articulate, and eager to learn.
- Confident communicators with strong interpersonal skills.
- Professional and motivated by client success.
- Experience in a sales or client-facing environment.
- Exposure or interest in financial services (wealth management, private banking, advisory).
- A degree in a relevant discipline.
- Familiarity with financial terms and investment concepts.
- Interest in pursuing professional qualifications (e.g., CISI, CFA).
- Experience using CRM systems (Salesforce preferred).
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Staffing and Recruiting
Account Executive employer: Primis
Contact Detail:
Primis Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Executive
✨Tip Number 1
Get to know the company inside out! Research their investment philosophy and recent news. This way, when you chat with them, you can show off your knowledge and enthusiasm for what they do.
✨Tip Number 2
Practice your pitch! You’ll need to present the firm’s value proposition, so rehearse how you’d explain it clearly and confidently. Role-playing with a friend can help you nail it.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral.
✨Tip Number 4
Don’t forget to follow up! After interviews or networking chats, send a quick thank-you note. It shows your professionalism and keeps you fresh in their minds. And remember, apply through our website for the best chance!
We think you need these skills to ace Account Executive
Some tips for your application 🫡
Show Your Passion for Finance: When writing your application, let us see your enthusiasm for wealth and investment management. Share any relevant experiences or interests that highlight your drive to learn and succeed in this field.
Tailor Your CV and Cover Letter: Make sure to customise your CV and cover letter for the Account Executive role. Highlight your sales experience and any client-facing roles you've had, as well as your familiarity with financial terms and concepts.
Be Clear and Concise: We appreciate clarity! Keep your application straightforward and to the point. Use bullet points where possible to make it easy for us to see your key skills and experiences at a glance.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Primis
✨Know Your Stuff
Before the interview, make sure you have a solid grasp of investment and wealth management principles. Familiarise yourself with the firm's investment philosophy and products so you can confidently discuss them with potential clients.
✨Practice Your Pitch
Prepare to articulate the firm’s value proposition clearly and concisely. Role-play with a friend or family member to practice leading introductory calls and presenting the firm’s offerings. This will help you feel more confident during the actual interview.
✨Engage and Listen
During the interview, show that you’re not just a talker but also a great listener. Be ready to ask insightful questions about the company’s approach to client engagement and how they support their investment management team. This demonstrates your interest and eagerness to learn.
✨Show Your Motivation
Express your passion for client success and your drive to excel in a sales or client-facing role. Share examples from your past experiences where you’ve gone above and beyond to meet client needs, as this will resonate well with the interviewers.