Wealth Sales Executive - UK Private Clients

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

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.