UK Sales and Wealth Management Internship

1 week ago

London, Greater London, United Kingdom Fisher Investments Full time

Overview

Embark on a two-month internship program to develop your skills in financial sales and wealth management.

This role offers an ideal opportunity to gain hands-on experience, training, and mentorship in a sales environment.

You will be the first point of contact with prospective high-net-worth clients, discussing their financial goals and working with them to identify potential solutions.

The Opportunity:

Through this internship, you will learn the basics of the financial industry, Fisher's investment philosophy, and financial sales.

Surrounded by professionals, you will grow your sales skills, build relationships within the firm, and have the opportunity to create your own career path.

The Day-to-Day:

  1. Gain an understanding of wealth management in the UK and how high-net-worth individuals invest their money.
  2. Engage with high-net-worth clients who have expressed interest in Fisher Investments Europe's investment literature, understanding their financial position and suggesting relevant next steps.
  3. Utilize a sales CRM to manage the sales pipeline and record information on prospects.
  4. Understand the prospect's needs and market solutions that align with those needs.

Your Qualifications:

  1. A desire to start a career in financial sales and progress to further roles.
  2. A keen interest in a career in sales.

Why Fisher Investments Europe:

Fisher Investments Europe distinguishes itself by putting clients first, providing unmatched service, and taking a personalized approach to investing.

We align with our clients' best interests through a simple and transparent fee structure and recognized European custodians.

We offer an array of benefits, including:

  1. 100% paid premiums for our top-tier supplemental medical, dental, and annual health screening plans for employees and their qualified dependents for eligible employees.
  2. 28 days annual leave (pro rata), with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays.
  3. Enhanced maternity pay package with 16 weeks' top-up to full base pay for eligible employees.
  4. A retirement pension plan, featuring a 9% company pension contribution of base pay with an additional company match up to 5% of base pay on personal contributions for eligible employees.
  5. Employee Assistance Program and other emotional wellbeing services.
  6. A collaborative working environment that practises ongoing training, educational support, and employee appreciation events.

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