Regional Sales Associate (Entry-Level Administrator)

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 DirectorsPrepare resources for prospective client meetingsWork with external parties to gather information on prospective clients' current investmentsReview client profiles, looking at cash flow requirements, current assets and potential account structures and funding sourcesContinuously follow all compliance proceduresWork with our Financial Planning and Portfolio Evaluation departments to initiate the first steps in completing our recommendation proposal for prospective clientsUse Morningstar software to produce reports of prospective clients' current investments with outside providersYour Qualifications : A university degree or equivalent combination of education and experienceYou are engaging and can connect with a wide array of audiences by phone and emailEager to work in a collaborative environment to support high-volume outputManage complexity and coordinate across several departments under strict timelinesReliable and accurateCommitment to maintain quality of work while sticking to a timelineWhy 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 : 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidaysEnhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees$10,000

• fertility, hormonal health and family-forming benefitA retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributionsGym subsidy of up to £50 per monthEmployee Assistance Program and other emotional wellbeing servicesA collaborative working environment that practises ongoing training, educational support and employee appreciation events
• 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