• Account Executive, Not Your Typical Investment & Financial Sales Job (2018-7028)

    Location UK-London
    Job ID
  • Overview

    The Account Executive position provides the opportunity to join a sales environment surrounded by driven, intelligent, and passionate individuals determined to impact the financial industry. As an Account Executive, you engage with high-net-worth individuals who have expressed interest in Fisher Investments UK. Using sales techniques, you’ll determine the individual’s investment goals and educate them on our strategy. You are the liaison between a prospective client and the firm - impacting both the prospect’s financial future and the firm’s overall growth.


    Typical OTE averages: £40-50,000 year 1, £65-75,000 year 2 and £85,000+ year 3


    This is earned through a competitive base salary and a generous uncapped commission structure.

    The Opportunity:
    Through hands-on experience, training, and mentorship, your personal development in the role is exponential. Surrounded by competitive professionals, you will grow your sales skills, build relationships within the firm, and earn an opportunity to create your own career path. The Account Executive position is both a rewarding and challenging role. Setting an appointment between a high-net-worth investor and a member of our Outside Sales Force is a victory.

    Watch your name move up the rankings as you help provide the firm with another opportunity to impact a prospective client’s future.


    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?
    • You will sharpen your sales skills as you improve your pitch and help the firm turn leads into assets under management
    • Speak to High net worth investors that have expressed an interest in Fisher Investments Europe’s investment literature, with the aim of understanding their financial position and suggesting the relevant next steps
    • Ongoing professional development is core to the company’s values and you will be supported throughout your career to achieve your professional goals
    • You will 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 relevant experience / proven track record in sales
    • Basic understanding of the industry is helpful but not essential as full training is provided
    • Highly self-motivated
    • Desire and ability to work in a ambitious, dynamic and professional team environment
    • Keen interest in a career in sales

    Why Fisher Investments Europe

    • 28 days of annual leave, increasing to 30 days after 5 years’ service (+ Public Holidays)
    • Option to purchase 3 additional days of annual leave per year
    • 6% non-contributory ER pension scheme (increasing to 9%), plus an additional 5% matched EE contribution (so a possible 16% total, increasing to 19% total)
    • Salary sacrifice pension contribution option available
    • BUPA health insurance (employer paid)
    • Annual health check-up (employer paid)
    • Dental insurance (employer paid)
    • Gym membership subsidy of £50 per month (employer paid)
    • Season ticket loan
    • Cycle to work scheme
    • Regular employer sponsored social events
    • Fresh fruit delivered to the office daily

    We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified!


    But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.


    Apply now to join the team!


    The information on your CV, your application, and any other information you submit to us will be used by Fisher Investments Europe Limited (trading as Fisher Investments UK) for the purpose of considering you for employment and processing your application in accordance with our privacy policy at https://www.fisherinvestments.com/en-gb/privacy#careers.


    Fisher Investments Europe is an equal opportunities employer.