Territory Sales Representative

4 weeks ago

London, Greater London, United Kingdom Fisher Investments Full time
Position Overview:
Fisher Investments Europe is a rapidly expanding investment firm dedicated to meeting the needs of affluent individuals throughout Europe.


While professional experience and qualifications are essential for this position, it is equally important to possess the preferred interpersonal skills before submitting your application.

We are part of a global asset management organization that has experienced significant growth over the last decade and are currently seeking an individual eager to embark on a career in the investment management sector.

The Role:
We are in search of Territory Sales Representatives to assist in our expansion efforts.

As a Territory Sales Representative, you will serve as an advocate and a vital resource for our Private Client Directors.


Private Client Directors are tasked with engaging prospective clients and educating them about the services offered by Fisher Investments Europe.


Reporting to your Team Leader, you will equip Private Client Directors with all necessary resources for their field activities.


This position is ideal for anyone aspiring to launch a career in financial services; you will gain insights into operational processes from the ground up while cultivating valuable professional relationships and developing a robust skill set.

We are committed to supporting your pursuit of professional qualifications, contingent on specific criteria and our assessment of your potential.

Daily Responsibilities:
- Act as a point of contact and provide administrative support for Private Client Directors.
- Prepare materials for meetings with prospective clients.
- Collaborate with external parties to gather information regarding prospective clients' existing investments.
- Analyze client profiles, considering cash flow needs, current assets, and potential account structures and funding sources.
- Adhere to all compliance protocols.
- Coordinate with our Financial Planning and Portfolio Evaluation teams to initiate the initial steps in crafting our recommendation proposals for prospective clients.
- Utilize Morningstar software to generate reports on prospective clients' current investments with external providers.

Your Qualifications:
- A university degree or an equivalent combination of education and experience.
- Strong interpersonal skills with the ability to connect with diverse audiences via phone and email.
- Willingness to work collaboratively in a high-output environment.
- Ability to manage complexity and coordinate across multiple departments under tight deadlines.
- Dependable and detail-oriented.
- Commitment to maintaining high-quality work while adhering to timelines.

Why Choose Fisher Investments Europe:

The global Fisher organization stands out by prioritizing clients, delivering exceptional service, and adopting a personalized approach to investing.


You can be assured that we align with our clients' best interests through a straightforward and transparent fee structure, utilizing recognized European custodians.

Our employees are the cornerstone of the Fisher mission, and to support them in achieving their long-term goals, we offer a comprehensive benefits package, including:
- 100% coverage of premiums for top-tier supplemental medical, dental, and annual health screening plans for employees and their eligible dependents.
- 28 days of annual leave, with the option 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 well-being services.
- A collaborative work environment that emphasizes ongoing training, educational support, and employee appreciation events.
We take great pride in our inclusive culture.

We value the diverse perspectives and unique skills you bring to our team – it enhances our collective performance.


Success at Fisher Investments is driven by results, a collaborative spirit, and a commitment to achieving excellence – if you are prepared to contribute to this mission, we welcome your interest.

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