Institutional Client Service Relationship Manager

Institutional Client Service Relationship Manager Join to apply for the Institutional Client Service Relationship Manager role at Fisher Investments UK .Overview 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 partnersEducate clients on Fisher investment philosophy, portfolio strategies, and market outlookBecome the expert on your assigned clients and their investment goalsWork with the Institutional ESG team to facilitate client co‐engagement opportunities and lead ESG projectsAnticipate and fulfill client requests, identifying opportunities and threats for each clientIdentify cross‐sell and insertion opportunities for Sales Relationship ManagersCreate customised action plans for each client to further build relationships and minimise risksQualifications At least 5 years\’ experience managing relationships of institutional clients within the wealth/asset management industryStrong capital markets knowledgeFluency in English; additional language skills an assetCommitted to maintaining quality of work while meeting self‐imposed timelinesEffective communication with a wide range of audiences via phone, email and in‐person, valuing collaborationDesire to deepen knowledge of financial markets, ESG, Fisher\’s investment philosophy, and institutional investment strategiesEnjoy travellingBenefits 100% paid premiums for top‐tier supplemental medical, dental and annual health screening plans for employees and qualified dependents28 days annual leave, with the option to purchase up to 3 additional days per year, plus up to 8 paid holidaysEnhanced maternity pay package with 16 weeks\’ top‐up to full base pay for eligible employees$10,000* fertility, hormonal health and family‐forming benefitRetirement pension plan with a 9% company contribution of base pay plus an additional company match of up to 5% of base pay on personal contributionsGym subsidy up to £50 per monthEmployee Assistance Program and other emotional wellbeing servicesCollaborative working environment practising ongoing training, educational support and employee appreciation eventsHybrid 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 currencySeniority level: Mid‐Senior – Employment type: Full‐time – Job function: OtherFISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

#J-18808-Ljbffr