Account Executive

Published: 3rd May 2019
City of London
Job Type
Financial Planning
Basic £21,000   Achievable OTE: £45-55,000 year


Account Executive

Basic £21,000   Achievable OTE: £45-55,000 year

My client offers investment management services tailored to clients’ long-term goals. Client assets are held at recognised European custodians and managed by my client. They use a simple and transparent fee structure that aligns their interests with their clients’ priorities. The organisation has a long history of managing global investments and helping people reach their long-term goals and objectives.

The Account Executive position provides the opportunity to join a sales environment surrounded by driven, intelligent, and passionate individuals determined to impact the financial industry. As an Account Executive, you engage with high-net-worth individuals who have expressed interest in my client. Using sales techniques, you’ll determine the individual’s investment goals and educate them on our strategy. You are 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: £45-55,000 year 1, £65-75,000 year 2 and £85,000+ year 3. Basic is starting at £21,000. This is earned through a competitive base salary and a generous uncapped commission structure. By arranging a meeting with one of these clients you will earn approx £35 and average meeting arrangements are 20 a month. If a meeting converts to a client, then you will be entitled to commission on top of the meeting arrangement fee.

The Opportunity: Through hands-on experience, training, and mentorship, your personal development in the role is exponential. Surrounded by competitive professionals, you will grow your sales skills, build relationships within the firm, and earn an opportunity to create your own career path. Setting an appointment between a high-net-worth investor and a member of our Outside Sales Force is a victory. Watch your name move up the rankings as you help provide the firm with another opportunity to impact a prospective client’s future.

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 the client'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 my client's market philosophy, supported by sessions ranging from Capital Markets to sales techniques, you will learn the art of becoming a sales professional

Your Qualifications:

  • 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

To help their employees meet their long-term goals, they 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% company pension contribution with an additional company match up to 5%
  • 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)
  • A supportive, collaborative working environment
  • Employee appreciation events
  • Ongoing training and educational support
  • Enhanced maternity pay subject to 12-months continuous service
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