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Account Executive (Inside Sales) (2019-7900)

London, United Kingdom


Job Description


The Account Executive position provides the opportunity to join a sales environment surrounded by driven, intelligent, and passionate individuals helping to impact the financial industry for the better. As an Account Executive, you engage with high-net-worth individuals who have expressed interest in Fisher Investments UK. Through effective listening and asking the right questions, you’ll determine the individual’s investment goals and educate them on our strategy. Are you confident and empathetic? Do you find people open up to you and express themselves? If this sounds like you, you may be the right fit to join the Account Executive team, 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: £40-55,000 year 1, £60-75,000 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 a diverse, open minded group of 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, requiring high levels of organisation, multitasking and trust building. Creating a quality business opportunity between a high-net-worth investor and a member of our Outside Sales Force is a victory.

Watch your career grow as you progress through our career development programme, designed to nurture talent from the Account Executive role through to Outside Sales, Advice, Operations, Client Service and many more.


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:

  • No prior experience required, but experience in sales is preferred
  • 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:


Fisher Investments Europe offers portfolio management tailored to clients’ long-term goals. Client assets are held at recognised European custodians and managed by Fisher Investments in the United States. Fisher Investments and Fisher Investments Europe use a simple and transparent fee structure that aligns our interests with our clients’ priorities. The Fisher organisation has a long history of managing global investments and helping people reach their long-term goals and objectives.


To help our employees meet their long-term goals, we offer an array of benefits, including:

  • 100% coverage of the supplemental medical and dental premiums for you and your qualified dependents*
  • 28 days annual leave, increasing to 30 after 5 years of service, with ability to purchase up to 3 additional days
  • Annual Health Screening for you and your qualified dependents*
  • 9% automatic company pension contribution with an additional company match up to 5%
  • Two pension contributions methods to choose from
  • Monthly gym subsidy
  • Interest-free season ticket loan available for purchase upon six months of employment**
  • Cyclescheme programme
  • Voluntary travel insurance (winter and non-winter sports option)
  • Ongoing training and educational support
  • Enhanced maternity pay subject to 12-months continuous service
  • Free Employee Assistance Programme available 24/7.
  • Access to a free online discount portal. (Perks)
  • A supportive, collaborative working environment
  • Employee appreciation events 

The global Fisher organisation distinguishes itself by putting clients first, providing world-class service, and taking a personalised approach. Join a team that’s bringing new approaches to wealth management daily!


By applying, you are consenting that the information on your public profile, CV, resume, and any other information you submit to us can be saved in our database for the purpose of considering you for current and future job opportunities. You may withdraw this consent at any time by emailing [email protected]. Your information will be used for the purpose of considering you for employment in accordance with our privacy policies at






*Employees responsible for any benefit-in-kind taxes as classed by the HMRC

**Available only to regular full-time employees with at least a 12-month contract






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