Institutional Client Service Relationship Manager

Overview

Institutional Client Service Relationship Manager at Fisher Investments Europe. This role focuses on servicing institutional clients through frequent interactions (via European travel for in-person meetings and by phone) to provide capital markets updates, identify service opportunities, and collaborate with other relationship managers, teams within the Institutional Group, and our Investment Policy Committee and research team. Reporting to the VP of Client Service, you will become familiar with Fisher''s investment philosophy and how it is implemented across strategies within the first year.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 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 build relationships and minimise risksYour 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 are an assetCommitted to maintaining quality of work while meeting self-imposed timelinesEngage with a wide array of audiences by phone, email and in person; values collaborationDesire to enhance and maintain knowledge of financial markets, ESG, Fisher''s investment philosophy and institutional investment strategiesWillingness to travelWhy Fisher Investments Europe

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. We align with our clients\'' best interests by using a simple and transparent fee structure and recognised European custodians.We offer an array of benefits, including:100% paid premiums for top-tier supplemental medical, dental and annual health screening plans for employees and 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 benefitRetirement pension plan with a 9% company contribution and up to 5% company match on personal contributionsGym subsidy up to £50 per monthEmployee Assistance Program and other wellbeing servicesA collaborative working environment with ongoing training, educational support and employee appreciation eventsFisher Investments Europe is an equal opportunity ..... full job details .....