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Regional Sales Associate (Entry-Level Administrator), LONDON

London, United Kingdom 3 hours ago

Job Description

Fisher Investments Europe is a fast-growing investment firm serving the needs of high-net-worth individuals across Europe. We are part of a global asset management organisation that has grown significantly over the past decade and are now searching for someone who is looking to start their career in the investment management industry.  The Opportunity:   We are looking for Regional Sales Associates to help support our growth. As an RSA, you will be an advocate and a supporting resource for our Private Client Directors. Private Client Directors are responsible for meeting with prospective clients and providing them educationon the service Fisher Investments Europe provides. Reporting to your Team Leader, you will provide Private Client Directors with all the resources they need in the field. This is a great role for anyone looking to start their career in financial services; you'll learn how operations work from the bottom-up, while developing successful professional relationships and a sound skill set along the way. We are keen to support you through professional qualifications, dependent on certain criteria and where we see fit.   The Day-to-Day: You will be a point of contact and administrative support for the Private Client Directors Prepare resources for prospective client meetings Work with external parties to gather information on prospective clients' current investments Review client profiles, looking at cash flow requirements, current assets and potential account structures and funding sources Continuously follow all compliance procedures Work with our Financial Planning and Portfolio Evaluation departments to initiate the first steps in completing our recommendation proposal for prospective clients Use Morningstar software to produce reports of prospective clients' current investments with outside providers Your Qualifications: A university degree or equivalent combination of education and experience You are engaging and can connect with a wide array of audiences by phone and email Eager to work in a collaborative environment to support high-volume output Manage complexity and coordinate across several departments under strict timelines Reliable and accurate Commitment to maintain quality of work while sticking to a timeline 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 peryear, 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 Program and other emotional wellbeing 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

Institutional Content Associate, LONDON

London, United Kingdom 2 hours ago
The Opportunity:  As an Institutional Content Associate, you'll help drive our global sales and service efforts by specialising in the creation of advanced, custom, and high visibility marketing materials using your understanding of capital markets...

Regional Sales Associate (Entry-Level Administrator), LONDON

London, United Kingdom 2 hours ago
Fisher Investments Europe is a fast-growing investment firm serving the needs of high-net-worth individuals across Europe. We are part of a global asset management organisation that has grown significantly over the past decade and are now searching...

French Wealth Solutions Associate (French Assurance Vie Associate), LONDON

London, United Kingdom 2 hours ago
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...

Content Associate - International, LONDON

London, United Kingdom 2 hours ago
The Opportunity:  The Content Group produces different materials to support our global client service, marketing and sales efforts. These materials include written materials (articles, custom presentations and brochures), talking points, website...

2024-149789 - Mécanicien Moteur (TRP : Technicien révision propulseur) F/H

United Kingdom 3 hours ago
Entity :Safran is an international high-technology group, operating in the aviation (propulsion, equipment and interiors), defence and space markets. Its core purpose is to contribute to a safer, more sustainable world, where air transport is more...

Technical Sales Engineer, London

London, United Kingdom 3 hours ago
Are you a technically minded professional with a passion for problem-solving and customer engagement? Do you thrive in fast-paced environments and enjoy working with high-level clients? A growing mechanical, HVAC and electrical products distribution...

2024-149801 - Ingénieur Workscoping - Ingénierie industrielle F/H

United Kingdom 3 hours ago
Entity :Safran is an international high-technology group, operating in the aviation (propulsion, equipment and interiors), defence and space markets. Its core purpose is to contribute to a safer, more sustainable world, where air transport is more...

2024-149795 - Inspecteur.trice moteur F/H

United Kingdom 3 hours ago
Entity :Safran is an international high-technology group, operating in the aviation (propulsion, equipment and interiors), defence and space markets. Its core purpose is to contribute to a safer, more sustainable world, where air transport is more...

Private Client Director, LONDON

London, United Kingdom 3 hours ago
The Opportunity:  As a Private Client Director with Fisher Investments, you will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients...

Regional Sales Support Internship, LONDON

London, United Kingdom 3 hours ago
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...