Fisher Investments Europe is a fast-growing investment firm serving the needs of high-net-worth individuals across Europe. We are part of a global asset management organisation that has grown significantly over the past decade and are now searching for someone who is looking to start their career in the investment management industry.
The Opportunity:
We are looking for Regional Sales Associates to help support our growth. As an RSA, you will be an advocate and a supporting resource for our Private Client Directors. Private Client Directors are responsible for meeting with prospective clients and providing them education on the service Fisher Investments Europe provides. Reporting to your Team Leader, you will provide Private Client Directors with all the resources they need in the field. This is a great role for anyone looking to start their career in financial services; you'll learn how operations work from the bottom-up, while developing successful professional relationships and a sound skill set along the way. We are keen to support you through professional qualifications, dependent on certain criteria and where we see fit.
The Day-to-Day:
You will be a point of contact and administrative support for the Private Client Directors
Prepare resources for prospective client meetings
Work with external parties to gather information on prospective clients' current investments
Review client profiles, looking at cash flow requirements, current assets and potential account structures and funding sources
Continuously follow all compliance procedures
Work with our Financial Planning and Portfolio Evaluation departments to initiate the first steps in completing our recommendation proposal for prospective clients
Use Morningstar software to produce reports of prospective clients' current investments with outside providers
Your Qualifications:
A university degree or equivalent combination of education and experience
You are engaging and can connect with a wide array of audiences by phone and email
Eager to work in a collaborative environment to support high-volume output
Manage complexity and coordinate across several departments under strict timelines
Reliable and accurate
Commitment to maintain quality of work while sticking to a timeline
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:
We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.
*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
Software Powered by iCIMS
www.icims.com