Institutional Client Service Relationship Manager

Institutional Client Service Relationship Manager

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Institutional Client Service Relationship Manager

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Fisher Investments UKInstitutional Client Service Relationship Manager

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Institutional Client Service Relationship Manager

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Fisher Investments UKGet AI-powered advice on this job and more exclusive features.The Opportunity:

As an Institutional Client Service Relationship Manager at Fisher Investments Europe, you will have the essential responsibility to ensure we are servicing our clients. This includes frequent interactions (through European travel for in person meetings and also by phone) with institutional investors to provide capital markets updates, identify unique service opportunities, and work with other relationship managers, teams within the Institutional Group, and our Investment Policy Committee and research team to complete client requests. Reporting to the VP of Client Service, within the first year you will become very familiar with Fisher''s investment philosophy and how it is implemented across numerous strategies.Overview

The Opportunity:

As an Institutional Client Service Relationship Manager at Fisher Investments Europe, you will have the essential responsibility to ensure we are servicing our clients. This includes frequent interactions (through European travel for in person meetings and also by phone) with institutional investors to provide capital markets updates, identify unique service opportunities, and work with other relationship managers, teams within the Institutional Group, and our Investment Policy Committee and research team to complete client requests. Reporting to the VP of Client Service, within the first year you will become very familiar with Fisher''s investment philosophy and how it is implemented across numerous strategies.

The Day-to-Day:

Lead portfolio reviews for clients and related partnersEducate clients on Fisher investment philosophy, portfolio strategies, and market outlookBecome the expert on your assigned clients and their investment goalsWork with the Institutional ESG team to facilitate client co-engagement opportunities and lead ESG projectsAnticipate and fulfill client requests, identify opportunities and threats for each clientIdentify cross-sell and addition opportunities for Sales Relationship ManagersCreate customised action plans for each client to further build relationships and minimise risks

Your Qualifications:

At least 5 years'' experience managing relationships of institutional clients within the wealth/asset management industryStrong capital markets knowledgeFluency in English, additional language skills an assetCommitted to maintain quality of work while sticking to self-imposed timelinesEngage with a wide array of audiences by phone, email and in person and also values collaborationDesire to enhance and maintain a deep knowledge of financial markets, ESG, Fisher''s investment philosophy and institutional investment strategiesEnjoy travelling

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 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

We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.

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 EMPLOYERSeniority level

Seniority level Mid-Senior levelEmployment type

Employment type Full-timeJob function

Job function OtherReferrals increase your chances of interviewing at Fisher Investments UK by 2xSign in to set job alerts for “Client Services Representative” roles.

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