UK Account Executive Internship

Fisher Investments UK; Greater London; On-site; GBP 17,000 - 20,000; Full time

Benefits offered by this job

Health insurance

Dental coverage

Health screening

28 days annual leave

Maternity pay

Pension plan

EAP

Training & education

Employee events

Job summary

Fisher Investments Europe is offering a two-month internship in London designed to kickstart your career in finance and sales. You will start with a week of training before spending the remainder on the phones, engaging high-net-worth clients and learning how we tailor investment insights.

No prior experience is required; success comes from drive, communication, and a genuine interest in wealth management. You’ll gain hands-on experience, mentorship, and clear pathways to future opportunities

Qualifications

• No experience required for this internship.
• Interest in financial sales and wealth management.

Responsibilities

• Understand wealth management in the UK.
• Speak to high net worth investors to understand their position and next steps.
• Use a sales CRM to manage the sales pipeline and record information on prospects.
• Understand prospect needs and market solutions which align to those needs.

Skills

Sales interest

Communication skills

Job description

Overview

Want to experience work in a sales environment? Do you have what it takes to persuade high-net-worth clients? Looking for an internship with a base salary and career development opportunities?

Be the first contact with prospective high-net-worth clients as part of a two-month internship program to start your career in finance and sales.

Your first week will be in training; learn the basics of the financial industry, Fisher's investment philosophy, and financial sales. The remaining eight weeks are spent on the phones, discussing clients' financial goals and working with them to see if Fisher Investments Europe can help.

The Opportunity

Through hands‑on experience, training and mentorship, your personal development in you will be exponential. Surrounded by professionals, you will grow your sales skills, build relationships within the firm and earn an opportunity to create your own career path. Individuals who typically succeed in this role have the will to work, succeed in merit-based environments and have experience establishing communication and engagement with prospects. No experience is needed so if you feel you might have what it takes‑let us know!

The Day-to-Day

• Spend time gaining an understanding of wealth management in the UK. How do people invest their money? What do they invest it in?
• Speak to high net worth investors that have expressed an interest in Fisher Investments Europe's investment literature, to understand their financial position and suggest the relevant next steps
• Use a sales CRM to manage the sales pipeline and record information on prospects
• Understand the prospect’s needs and market solutions which align to those needs

Your Qualifications

• A desire to get started in Financial Sales and progress to a further role
• Keen interest in a career in sales

Why Fisher Investments Europe

The global Fisher organization distinguishes itself by putting clients first, providing unmatched service, and taking a personalized 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 recognized 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 for eligible employees (employees who have a contract for 2 months or longer)
• 28 days annual leave (pro rata), 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 (employees who have been with the firm for 42 weeks or longer).
• 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 (employees who have a contract for 2 months or longer)
• Employee Assistance Program and other emotional wellbeing services
• A collaborative working environment that practises ongoing training, educational support and employee appreciation events

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER