French Wealth Solutions Associate

5 days ago

London, Greater London, United Kingdom Fisher Investments Full time

About the Role:

The Wealth Solutions Team Leader will oversee a team of Wealth Solutions Associates, who provide internal sales support to Insurance Intermediary Representatives during the Prospect phase and operational support during the Non-Trading phase. The team will also monitor the progress of non-trading accounts for new clients and complete service requests for existing clients.

Key Responsibilities:

  • Participate in the hiring, evaluating, promoting, and terminating of Wealth Solutions Associates
  • Oversee training for new Wealth Solutions Associates and ensure team members are knowledgeable about Assurance Vie financial institutions, procedures, account structures, and transfers
  • Organize the structure of the Wealth Solutions team to meet and exceed the servicing requirements of Insurance Intermediary Representatives
  • Manage the elevation processes and daily escalations alongside the team
  • Collaborate with Wealth Solutions Associates, Insurance Intermediary Representatives, Investment Counsellors, custodians, clients, and other related parties to efficiently set up and transfer new accounts and effectively service and maintain existing accounts
  • Ensure collaboration between Wealth Solutions Associates and all clients and other Wealth Solutions team members
  • Review work completed by Wealth Solutions Associates to ensure accuracy, efficiency, and compliance
  • Build an effective team, delegating tasks and assigning projects to team members
  • Collaborate with other teams and act as a resource for issues affecting other departments such as Finance and Compliance
  • Manage insurance companies and other third-party relationships
  • Create, develop, and implement efficiencies and automation in all sales and new account processes
  • Develop and implement procedures for Wealth Solutions Associates
  • Actively work toward developing the efficiency of the department

About You:

  • A University degree or equivalent combination of education/experience
  • Knowledgeable about French Assurance Vie account structures, transfers, financial institutions, and procedures
  • Experience with Microsoft programs, Salesforce, SuitabilityWizard, and PowerBI
  • Experience staying organized and managing time, and communicating with various levels of management and with different departments
  • Experience in mentorship, training new hires, and leading projects/initiatives

About Fisher Investments Europe:

Fisher Investments Europe is a global organization that puts clients first, providing unmatched service and taking a personalized approach to investing. We align with our clients' best interests by using a simple and transparent fee structure and recognized European custodians.

We offer an array of benefits to help our employees meet their long-term goals, 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 Program and other emotional wellbeing services
  • A collaborative working environment that practices 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.

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