Customer Relationship Manager - English speaking
New Today
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.
Lead portfolio reviews for clients and related partners
Work with the Institutional ESG team to facilitate client co-engagement opportunities and lead ESG projects
Identify cross-sell and addition opportunities for Sales Relationship Managers
Create customised action plans for each client to further build relationships and minimise risks
At least 5 years' experience managing relationships of institutional clients within the wealth/asset management industry
Fluency in English, additional language skills an asset
Committed to maintain quality of work while sticking to self-imposed timelines
Engage with a wide array of audiences by phone, email and in person and also values collaboration
Desire to enhance and maintain a deep knowledge of financial markets, ESG, Fisher's investment philosophy and institutional investment strategies
Enjoy travelling
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. 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 dependents
28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees
$A 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 contributions
Gym subsidy of up to £50 per month
Employee Assistance Program and other emotional wellbeing services
A collaborative working environment that practises ongoing training, educational support and employee appreciation events
Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
- Location:
- London, Greater London, United Kingdom
- Category:
- Management