Account Executive (Inside Sales)

Fisher Investments UK; Greater London; On-site; GBP 32,000 - 60,000; Full time

Benefits offered by this job

Medical & dental benefits

25 days holiday + buy/sell option

Fertility & family-forming benefit

Pension plan with company match

Gym subsidy

Employee assistance program

Job summary

Fisher Investments Europe is seeking an Account Executive in Greater London to play a pivotal role between UK private clients and our firm. You will engage with high-net-worth investors, learn the Fisher philosophy, and help convert leads into appointments with our outside sales team.

The role includes hands-on training, mentorship, and the opportunity to build a long-term career within a collaborative sales environment. Prior finance experience helps, but full training is provided.

Qualifications

• University graduate or equivalent combination of education and experience.
• Experience selling and passionate about a career in sales.
• Demonstrates resilience and willingness to learn and improve.
• Eager to work in an energetic, collaborative environment with motivated professionals.

Responsibilities

• Engage with high-net-worth clients to understand their financial position and goals.
• Sharpen sales skills and help turn leads into assets under management.
• Educate clients on Fisher Investments strategy and value proposition.
• Support the onboarding process by coordinating with the outside sales team.

Skills

Sales experience

Communication skills

Resilience

Education

University degree

Job description

Overview

The Account Executive position provides the opportunity to join a sales environment surrounded by motivated, passionate individuals working to better the financial industry. You will be a crucial part of the sales process as the liaison between UK private clients and our firm - helping both their financial futures and our overall growth. You will engage with high-net-worth individuals who have expressed interest in Fisher Investments UK. Using sales techniques, you'll determine their investment goals and educate them on our strategy with the goal of setting an appointment with our outside sales team.

The Opportunity:

Through hands-on training and mentorship, your personal development is exponential. Surrounded by motivated professionals, you will grow your sales skills, build relationships within the firm and create your unique career path. The Account Executive position is both a rewarding and engaging role.

The Day-to-Day:

• Gain an understanding of wealth management in the UK. How do people invest their money? What do they invest it in?
• Sharpen your sales skills as you improve your pitch and help us turn leads into assets under management
• Speak to High net worth investors to understand their financial position and suggest relevant next steps
• Cultivate an understanding of Fisher Investments market philosophy, supported by sessions ranging from Capital Markets to sales techniques, you will learn the art of becoming a sales professional

Your Qualifications:

• University graduate or equivalent combination of education and experience
• Experience selling and passionate about a career in sales
• You meet challenges head-on. You learn from your setbacks and work towards improvement
• Eager to work in an energetic, collaborative environment with motivated professionals

Experience in finance is helpful but not necessary as full training is provided.

Why Fisher Investments Europe:

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.

It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:

• 100% paid premiums for our 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.

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER