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For Companies At a Glance
- Tasks: Engage with institutional clients, providing updates and tailored service solutions.
- Company: Fisher Investments Europe prioritises client satisfaction with a personalised investment approach.
- Benefits: Enjoy 28 days annual leave, top-tier health plans, and a collaborative work environment.
- Why this job: Join a team that values your unique skills and fosters professional growth.
- Qualifications: 5+ years in institutional client management and strong capital markets knowledge required.
- Other info: Opportunities for travel and ongoing training to enhance your expertise.
The predicted salary is between 28800 - 48000 ÂŁ per year.
Institutional Client Service Relationship Manager
Join to apply for the Institutional Client Service Relationship Manager role at Fisher Investments UK
Institutional Client Service Relationship Manager
Join to apply for the Institutional Client Service Relationship Manager role at Fisher Investments UK
Get AI-powered advice on this job and more exclusive features.
The Opportunity:
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.
Overview
The Opportunity:
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 ÂŁ50 per month
- Employee Assistance Program and other emotional wellbeing services
- A collaborative working environment that practises ongoing training, educational support and employee appreciation events
We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.
- 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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Institutional Client Service Relationship Manager employer: Fisher Investments UK
Contact Detail:
Fisher Investments UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Institutional Client Service Relationship Manager
✨Tip Number 1
Familiarise yourself with Fisher Investments' investment philosophy and strategies. Understanding their approach will not only help you in interviews but also demonstrate your genuine interest in the company and its clients.
✨Tip Number 2
Network with current or former employees of Fisher Investments. Engaging with them can provide valuable insights into the company culture and expectations, which can be beneficial during your application process.
✨Tip Number 3
Stay updated on current trends in capital markets and ESG (Environmental, Social, and Governance) investing. Being knowledgeable about these topics will allow you to engage in meaningful conversations with potential employers and showcase your expertise.
✨Tip Number 4
Prepare for role-specific scenarios that may come up during interviews. Think about how you would handle client requests or identify service opportunities, as this will demonstrate your problem-solving skills and readiness for the position.
We think you need these skills to ace Institutional Client Service Relationship Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in managing institutional client relationships, particularly within the wealth or asset management industry. Use specific examples that demonstrate your capital markets knowledge and ability to fulfil client requests.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your background aligns with Fisher Investments' investment philosophy and your commitment to providing exceptional client service. Mention any relevant language skills and your willingness to travel.
Showcase Your Skills: Highlight your strong communication skills and ability to engage with diverse audiences. Provide examples of how you've successfully educated clients on investment strategies or market outlooks in previous roles.
Prepare for Potential Questions: Anticipate questions related to your experience with ESG projects and how you would approach building relationships with institutional clients. Be ready to discuss your understanding of Fisher's investment philosophy and how it can benefit clients.
How to prepare for a job interview at Fisher Investments UK
✨Know Your Clients
Familiarise yourself with the institutional clients you will be managing. Understand their investment goals, preferences, and any previous interactions they may have had with Fisher Investments. This knowledge will help you tailor your approach during the interview.
✨Demonstrate Capital Markets Knowledge
Be prepared to discuss current trends in capital markets and how they might impact institutional investors. Show that you can provide insightful updates and analysis, as this is a key part of the role.
✨Highlight Your Relationship Management Skills
Share specific examples from your past experiences where you successfully managed client relationships. Emphasise your ability to anticipate client needs and fulfil requests, as well as how you’ve identified opportunities for cross-selling.
✨Show Enthusiasm for ESG Initiatives
Since the role involves working with the Institutional ESG team, express your interest in environmental, social, and governance issues. Discuss any relevant experience or knowledge you have in this area, as it will demonstrate your commitment to the values of Fisher Investments.
