Account Executive – Personal Lines
The Ardonagh Group
International Investment Counselor
Fisher Investments
full-time
Posted on:
Origin: • 🇺🇸 United States • Washington
Visit company websiteSalary
💰 $80,000 - $130,000 per year
Job Level
Entry Level
About the role
- Serve as the voice of Fisher Investments to clients in the United Kingdom
- Partner with internal portfolio decision-makers, auxiliary research teams, client service associates, and sales team
- Work with UK clients to build a trusting and professional relationship
- Proactively connect with clients on a quarterly basis to review asset allocation and long-term financial goals
- Educate clients on top-down portfolio strategy, investments, market events and competitive landscape
- Rely on sales team to gradually build roster of high-net-worth clients within first year
- Demonstrate knowledge of UK regulatory practices and perform associated operational responsibilities
- Report to group manager for career development and navigation of client relationships
- Onsite role located in Camas, WA; no prospecting required
Requirements
- Bachelor's degree or equivalent work experience
- 2+ years of experience in asset management, financial and client services
- Required to pass the Series 65 exam or equivalent
- Achieve results and provide unparalleled service
- A thoughtful consultative approach with an emphasis on client focus
- Demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities
