The Opportunity:
As a French Assurance Vie Associate, you will help support the team and its ambitious goals. You will coordinate with internal departments, prepare onboarding paperwork, help create sales deliverables, build new processes, and much more. By becoming a part of the new FIL brokerage team, you will expand your knowledge in both finance and this market and be an essential part of a growing business. You will report to your Team Leader who will aid in your job training and ongoing professional development.
The Day-to-Day:
Support FIL wealth engineers and investment counsellors with operational requests (portfolio recommendations, system updates, documentation) to ensure outstanding service to prospects and clients
Ensure we have appropriate documentation from clients to begin their relationship with FIL by partnering with internal departments and requesting necessary documents
Partner with the insurance company to complete administrative and operational requests for clients
Perform ad-hoc projects and brainstorm process improvements to support a growing department
Your Qualifications:
A university degree or equivalent combination of education and experience
Native French language proficiency and proficiency in English ( Recruitment process will be in English)
You are engaging and can connect with a wide array of audiences by phone and email
Commitment to maintain quality of work while sticking to a timeline
You meet challenges head-on. You learn from your setbacks and work towards improvement
Eager to work in an autonomous environment to support client needs
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:
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
French Wealth Solutions Associate (French Assurance Vie Associate) • City, London, GB
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