At a Glance
- Tasks: Manage relationships with institutional clients and provide capital markets updates.
- Company: Fisher Investments Europe, known for client-first service and personalised investing.
- Benefits: Top-tier health coverage, generous leave, retirement plan, and gym subsidy.
- Other info: Dynamic role with travel opportunities and ongoing training support.
- Why this job: Join a collaborative team and make a real impact in the investment world.
- Qualifications: 5+ years in institutional client management and strong capital markets knowledge.
The predicted salary is between 36000 - 60000 € per year.
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.
*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
Institutional Client Service Relationship Manager in London employer: Fisher Investments Europe
Fisher Investments Europe is an exceptional employer that prioritises client service and employee well-being, offering a collaborative work culture where your contributions are valued. With comprehensive benefits including top-tier health plans, generous leave policies, and a commitment to professional development, you will thrive in an environment that supports your growth while engaging with institutional clients across Europe. Join us to be part of a team that not only excels in investment management but also fosters a strong sense of community and purpose.
StudySmarter Expert Advice🤫
We think this is how you could land Institutional Client Service Relationship Manager in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research Fisher Investments Europe thoroughly—know their investment philosophy and recent news. Practice common interview questions and think about how your experience aligns with their needs. Confidence is key!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your appreciation and keeps you fresh in their minds. Plus, it’s a great chance to reiterate your enthusiasm for the role.
✨Tip Number 4
Don’t forget to apply through our website! We love seeing applications come directly from candidates who are genuinely interested in joining us. It shows initiative and helps us get to know you better right from the start.
We think you need these skills to ace Institutional Client Service Relationship Manager in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the role of an Institutional Client Service Relationship Manager. Highlight your relationship management experience and capital markets knowledge to catch our eye!
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 makes you a perfect fit for Fisher Investments Europe. Be genuine and let your personality come through.
Showcase Your Communication Skills:Since this role involves engaging with clients through various channels, make sure your written application showcases your communication prowess. Clear, concise, and professional language will go a long way in making a great impression.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
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 institutional clients. Understand their investment goals and how Fisher's strategies align with them. This will show your commitment to client service and your ability to anticipate their needs.
✨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 economic factors. Prepare to discuss recent developments and how they might impact institutional investors. This will demonstrate your expertise and readiness for the role.
✨Showcase Your Relationship Management Skills
Be ready to share specific examples of how you've successfully managed relationships with institutional clients in the past. Highlight your ability to identify opportunities and threats, as well as how you've created customised action plans to enhance client satisfaction.
✨Prepare for ESG Discussions
Since the role involves working with the Institutional ESG team, brush up on ESG principles and how they relate to investment strategies. Be prepared to discuss how you can facilitate client co-engagement opportunities and lead ESG projects, showcasing your understanding of this important area.
