Wealth Management Professional

5 days ago


St James's, Greater London, United Kingdom Fisher Investments Full time
About Us: Fisher Investments Europe is a global financial services company that offers a unique opportunity to work in a fast-paced and dynamic environment. Our team is passionate about delivering exceptional customer service and building long-term relationships with our clients. As a Wealth Management Professional - French Language Expert, you will be responsible for coordinating with internal departments, preparing onboarding paperwork, helping create sales deliverables, building new processes, and more. You will also support FIL wealth engineers and investment counsellors with operational requests, ensure outstanding service to prospects and clients, and partner with the insurance company to complete administrative and operational requests for clients.

What You'll Do: Support a growing department by performing ad-hoc projects and brainstorming process improvements. Work closely with internal departments to prepare onboarding paperwork and help create sales deliverables. Partner with the insurance company to complete administrative and operational requests for clients. Report to your Team Leader who will aid in your job training and ongoing professional development. The estimated salary for this role is £40,000-£60,000 per annum, depending on experience. With a range of benefits including 28 days annual leave, enhanced maternity pay package, $10,000 fertility benefit, retirement pension plan, gym subsidy, Employee Assistance Program, and other perks, we offer a comprehensive compensation package.

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