Sales and Investment Development Specialist

3 days ago

London, Greater London, United Kingdom Fisher Investments Full time

Role Summary

We are seeking an exceptional Sales and Investment Development Specialist to join our dynamic team at Fisher Investments Europe. As a key member of our sales team, you will play a vital role in supporting our Private Client Directors in meeting with prospective clients and delivering outstanding service.

Key Responsibilities

  • Develop and maintain relationships with existing clients to promote our services and identify new business opportunities.
  • Work collaboratively with our Financial Planning and Portfolio Evaluation departments to deliver tailored solutions for clients.
  • Prepare and present comprehensive reports to clients using Morningstar software.
  • Continuously follow all compliance procedures and ensure adherence to regulatory requirements.

Requirements:

  • A strong educational background, preferably in finance or a related field.
  • Excellent communication and interpersonal skills, with the ability to connect with a diverse range of audiences.
  • An enthusiasm for working in a fast-paced environment, with a focus on achieving high-volume output.
  • Proven organisational skills, with the ability to manage multiple tasks and priorities under tight deadlines.
  • A commitment to delivering exceptional customer service and maintaining the highest standards of professionalism.

Benefits Package:

  • Fisher Investments Europe offers a highly competitive benefits package, including 100% paid premiums for top-tier supplemental medical and dental plans.
  • A generous holiday entitlement, with the option to purchase additional leave.
  • An enhanced maternity pay package and $10,000 fertility 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.
  • A gym subsidy of up to £50 per month and employee assistance program.

Salary Range: £38,000 - £45,000 per annum, dependent on experience and qualifications.

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