At a Glance
- Tasks: Manage relationships with institutional clients and provide tailored investment solutions.
- Company: Fisher Investments Europe, a client-focused investment firm.
- Benefits: Top-tier health coverage, generous leave, retirement plan, and gym subsidy.
- Other info: Collaborative environment with ongoing training and employee appreciation events.
- Why this job: Join a dynamic team and make a real impact in the investment world.
- Qualifications: 5+ years in institutional client management and fluency in German or French.
The predicted salary is between 60000 - 80000 £ per year.
The Opportunity: As a German or French speaking 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 is a must, also fluency in German or French required
- 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.
German or French Speaking Institutional Client Service Relationship Manager in London employer: Fisher Investments Europe
Contact Detail:
Fisher Investments Europe Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land German or French Speaking Institutional Client Service Relationship Manager in London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups on LinkedIn, and don’t be shy about reaching out to current employees at Fisher Investments Europe. A friendly chat can open doors you didn’t even know existed.
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to highlight your experience managing institutional client relationships. Share specific examples of how you've added value in previous roles, especially in capital markets and ESG projects.
✨Prepare for Interviews
Do your homework on Fisher’s investment philosophy and be ready to discuss how it aligns with your own views. Practice common interview questions and think about how your language skills in German or French can benefit their client service approach.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of the Fisher team.
We think you need these skills to ace German or French Speaking Institutional Client Service Relationship Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Institutional Client Service Relationship Manager. Highlight your experience with institutional clients and any relevant language skills, especially in German or French. We want to see how you fit into our world!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about client service and how your background aligns with Fisher's investment philosophy. Keep it engaging and personal – we love a good story!
Showcase Your Capital Markets Knowledge: In your application, don’t shy away from demonstrating your understanding of capital markets. Share specific examples of how you've navigated market challenges or identified opportunities for clients. We’re looking for someone who can hit the ground running!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re tech-savvy – a great trait for this role!
How to prepare for a job interview at Fisher Investments Europe
✨Know Your Clients Inside Out
Before the interview, make sure you research Fisher Investments Europe and their client base. Understand their investment philosophy and how it aligns with institutional clients' needs. This will help you demonstrate your ability to anticipate client requests and identify unique service opportunities.
✨Brush Up on Capital Markets Knowledge
Given the role's focus on capital markets updates, it's crucial to stay informed about current market trends and developments. Prepare to discuss recent market movements and how they might impact institutional investors. This shows your commitment to maintaining a deep knowledge of financial markets.
✨Practice Your Language Skills
Since fluency in German or French is required, practice speaking in these languages before the interview. Be ready to answer questions or discuss scenarios in your chosen language, as this will showcase your communication skills and ability to engage with a wide array of audiences.
✨Showcase Your Relationship Management Skills
Prepare examples from your past experience where you've successfully managed relationships with institutional clients. Highlight how you’ve created customised action plans and identified cross-sell opportunities. This will illustrate your capability to fulfil client requests and build strong relationships.