At a Glance
- Tasks: Manage relationships with institutional clients and provide exceptional service.
- Company: Join Fisher Investments Europe, a leader in wealth management.
- Benefits: Top-tier health plans, generous leave, and retirement contributions.
- Other info: Enjoy a collaborative environment with ongoing training and hybrid work options.
- Why this job: Make a real impact while deepening your financial market knowledge.
- Qualifications: 5+ years in institutional client management and strong capital markets knowledge.
The predicted salary is between 60000 - 75000 £ per year.
As an Institutional Client Service Relationship Manager at Fisher Investments Europe, you will be responsible for ensuring our institutional investors receive exceptional service. Your role will involve frequent interactions—including European travel for in‑person meetings and phone calls—to provide capital markets updates, identify unique service opportunities, and collaborate with other relationship managers, the Institutional Group, the Investment Policy Committee, and the research team to fulfill client requests. You will report to the VP of Client Service and, within the first year, become fully versed in Fisher’s investment philosophy and its application across multiple strategies.
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, identifying opportunities and threats for each client
- Identify cross‑sell and insertion opportunities for Sales Relationship Managers
- Create customised action plans for each client to further build relationships and minimise risks
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 maintaining quality of work while meeting self‑imposed timelines
- Effective communication with a wide range of audiences via phone, email and in‑person, valuing collaboration
- Desire to deepen knowledge of financial markets, ESG, Fisher’s investment philosophy, and institutional investment strategies
- Enjoy travelling
Benefits
- 100% paid premiums for top‑tier supplemental medical, dental and annual health screening plans for employees and qualified dependents
- 28 days annual leave, with the option 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
- Retirement pension plan with a 9% company contribution of base pay plus an additional company match of up to 5% of base pay on personal contributions
- Gym subsidy up to £50 per month
- Employee Assistance Program and other emotional wellbeing services
- Collaborative working environment practising ongoing training, educational support and employee appreciation events
- Hybrid work from home program may be available based on role, tenure and performance eligibility (subject to change)
- Employees residing outside the US will be eligible for the $10,000 equivalent in local currency
Seniority level: Mid‑Senior – Employment type: Full‑time – Job function: Other
Fisher Investments Europe is an equal opportunity employer.
German or French Speaking Institutional Client Service Relationship Manager employer: Fisher Investments UK
Fisher Investments Europe is an exceptional employer that prioritises employee well-being and professional growth, offering a collaborative work environment where your contributions are valued. With comprehensive benefits including 100% paid health premiums, generous annual leave, and a strong focus on training and development, you will thrive in a culture that supports your long-term goals while working in a dynamic financial sector. Located in a vibrant area, this role as a Financial Arabic Translator allows you to engage with diverse teams and make a meaningful impact across various departments.
StudySmarter Expert Advice🤫
We think this is how you could land German or French Speaking Institutional Client Service Relationship Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investment sectors. Attend industry events or webinars where you can meet potential employers or colleagues. Remember, it’s all about who you know!
✨Tip Number 2
Prepare for those interviews! Research Fisher Investments and understand their investment philosophy. Be ready to discuss how your experience aligns with their needs, especially in managing institutional client relationships.
✨Tip Number 3
Show off your language skills! If you're fluent in German or French, make sure to highlight this during conversations. It could set you apart from other candidates and show your commitment to serving diverse clients.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, you’ll find more roles that match your skills and interests. Don’t miss out on the chance to join our awesome team!
We think you need these skills to ace German or French Speaking Institutional Client Service Relationship Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of Institutional Client Service Relationship Manager. Highlight your experience in managing institutional client relationships and your knowledge of capital markets. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your background makes you a perfect fit. Don’t forget to mention any language skills, especially if you speak German or French, as that’s a big plus for us.
Showcase Your Communication Skills:Since this role involves a lot of interaction with clients, make sure to demonstrate your communication skills in your application. Whether it’s through your writing style or examples of past experiences, we want to see how effectively you can engage with different audiences.
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 gives you a chance to explore more about our company culture and values!
How to prepare for a job interview at Fisher Investments UK
✨Know Your Clients Inside Out
Before the interview, make sure you research the institutional clients you'll be managing. Understand their investment goals, challenges, and how Fisher's investment philosophy can benefit them. This will show your potential employer that you're proactive and ready to hit the ground running.
✨Brush Up on Capital Markets Knowledge
Given the role's focus on capital markets, it's crucial to stay updated on current trends and news. Be prepared to discuss recent market developments and how they might impact institutional investors. This demonstrates your expertise and commitment to the field.
✨Practice Your Communication Skills
Since effective communication is key in this role, practice articulating complex financial concepts clearly and concisely. Consider doing mock interviews with a friend or mentor to refine your delivery and ensure you can engage with a variety of audiences confidently.
✨Show Enthusiasm for ESG Initiatives
Familiarise yourself with ESG (Environmental, Social, and Governance) principles and be ready to discuss how you can contribute to Fisher's ESG projects. Showing genuine interest in these initiatives will set you apart and align you with the company's values.
