Institutional Client Service Relationship Manager

Overview

Institutional Client Service Relationship Manager at Fisher Investments Europe. The role focuses on servicing institutional clients through frequent interactions with institutional investors, providing capital markets updates, identifying service opportunities, and collaborating with other relationship managers, teams within the Institutional Group, and the Investment Policy Committee and research team. Reporting to the VP of Client Service, you will become familiar with Fisher''s investment philosophy and its implementation across multiple 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 assigned clients and their investment goalsCollaborate 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 additional opportunities for Sales Relationship ManagersCreate customised action plans for each client to further build relationships and minimise risksYour Qualifications

At least 5 years of experience managing relationships of institutional clients within the wealth/asset management industryStrong capital markets knowledgeFluency in English; additional language skills are an assetCommitment to maintain quality of work while adhering to self-imposed timelinesAbility to engage with a wide array of audiences by phone, email and in person; values collaborationDesire to enhance and maintain a deep knowledge of financial markets, ESG, Fisher\''s investment philosophy and institutional investment strategiesWillingness to travelWhy Fisher Investments Europe

The global Fisher organization distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. We align with our clients\'' best interests using a simple and transparent fee structure and recognised European custodians.Benefits

100% paid premiums for top-tier supplemental medical, dental and annual health screening plans for employees and dependents28 days annual leave + up to 3 additional days per year, plus up to 8 paid holidaysEnhanced maternity pay with 16 weeks\'' top up to base pay for eligible employees$10,000 fertility, hormonal health and family-forming benefitRetirement pension plan with a 9% company contribution and up to 5% company matchGym subsidy up to £50 per monthEmployee Assistance Program and other wellbeing servicesCollaborative working environment with ongoing training and eventsWe are an equal opportunity employer and value inclusive culture. Resumes from candidates outside the US may be eligible for the $10,000 equivalent in local ..... full job details .....