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Private Client Advice Internship
Salary not available. View on company website.
Fisher Asset Management, LLC, City of Westminster
- Onsite working
- Full time
- Graduate programme
Posted today, 15 Jul
Job ref: ed35881f9bf44835813b255251dca435
Full Job Description
clients' current investments Prepare resources for prospective client meetings Produce reports of prospective clients' current investments with outside providers Help review client profiles, identify cash flow requirements, current assets and potential account structures based on funding sources Prepare and send resources to current clients Assist in formulating elevations for senior management Run cash flow and portfolio simulations for inclusion in the proposals Contact losing providers for plan information Your Qualifications: Strong oral and written articulation skills Ability to collaborate well within a team Have a will-do attitude, be responsible, accountable and driven Be efficient and coordinated Highly reliable and accurate A keen interest in the financial services industry 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: 100% paid premiums for our top-tier supplemental medical, dental, and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees A retirement pension plan, featuring a 9% company pension contribution of base pay with an additional company match up to 5% of base pay on personal contributions Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee
appreciation events FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
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