Institutional Client Service Relationship Manager

New Today

The Opportunity:
Experience, qualification, and soft skills, have you got everything required to succeed in this opportunity Find out below.
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 partners
Educate clients on Fisher investment philosophy, portfolio strategies, and market outlook
Become the expert on your assigned clients and their investment goals
Work with the Institutional ESG team to facilitate client co-engagement opportunities and lead ESG projects
Anticipate and fulfill client requests, identify opportunities and threats for each client
Identify cross-sell and addition opportunities for Sales Relationship Managers
Create 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 industry
Strong capital markets knowledge
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
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 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 $10,000* fertility, hormonal health and family-forming benefit 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 This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. xehkeey *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 EMPLOYER
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Location:
London
Job Type:
FullTime
Category:
Management And Consultancy

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