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French Wealth Solutions Associate

2 months ago

London, Greater London, United Kingdom Fisher Investments Full time

Job Summary:

The Wealth Solutions Team Leader will oversee a team of Wealth Solutions Associates, who provide internal sales support during the Prospect phase and operational support during the Non-Trading phase. The team will work closely with Insurance Intermediary Representatives (IIRs) to ensure seamless client experience.

Key Responsibilities:

  • Participate in the hiring, evaluating, promoting, and terminating of Wealth Solutions Associates.
  • Oversee training for new Wealth Solutions Associates and ensure they 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 IIRs.
  • Manage daily escalations and oversee the elevation processes.
  • Collaborate with IIRs, 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.

Requirements:

  • 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.