Financial Sales Professional

3 weeks ago

London, Greater London, United Kingdom Fisher Investments Full time
Overview

As a Sales Executive - Wealth Management, you will play a crucial role in the sales process, serving as the liaison between high-net-worth individuals and our UK-based firm. Your primary focus will be to engage with clients who have expressed interest in Fisher Investments UK, utilizing expert sales techniques to determine their investment goals and educate them on our strategy. The ultimate goal is to set an appointment with our outside sales team, paving the way for potential new business opportunities.The Opportunity

This position offers a unique chance for personal and professional growth, with hands-on training and mentorship available to help you develop your sales skills. You will be part of a collaborative and dynamic team, surrounded by motivated professionals who share a passion for delivering exceptional results. As a Sales Executive, you will have the opportunity to create your own career path and take ownership of your success.The Day-to-Day

As a Sales Executive, you can expect to gain a deep understanding of wealth management in the UK, including how individuals invest their money and what they invest in. You will also have the opportunity to:
  • Improve your sales skills, refining your pitch and helping to turn leads into assets under management
  • Engage with high-net-worth investors to understand their financial position and suggest relevant next steps
  • Cultivate an in-depth understanding of Fisher Investments' market philosophy, supported by sessions on capital markets and sales techniques
Your Qualifications

To be successful in this role, you will need to possess:
  • A university degree or equivalent combination of education and experience
  • Experience in sales, with a passion for a career in this field
  • The ability to meet challenges head-on, learn from setbacks, and work towards improvement
  • A willingness to work in an energetic and collaborative environment with motivated professionals
Why Fisher Investments Europe

Fisher Investments Europe is a global organisation that puts clients first, providing unmatched service and taking a personalised approach to investing. We offer a range of benefits, including:
  • 100% paid premiums for 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 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.

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