At a Glance
- Tasks: Build relationships with institutional clients and present investment strategies.
- Company: Join Fisher Investments Europe, a client-first investment firm.
- Benefits: Enjoy 28 days leave, top-tier health plans, and gym subsidies.
- Why this job: Make an impact in the finance world while working with top-tier clients.
- Qualifications: Fluent in German and English with 2+ years in investment sales.
- Other info: Collaborative environment with ongoing training and career growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
The Opportunity:
As a German-speaking Institutional Sales Relationship Manager, you will be an important asset to Fisher Investments Europe's Institutional sales efforts. Your efforts will include providing strategic coverage of institutional prospective clients up to a specific size within a specific territory (e.g. institutional investors, including corporate and public pension plans, endowments, foundations, hospital organisations, nuclear decommissioning trusts, financial institutions, defined contribution service providers, and multi-employer plans). Reporting to our Head of Institutional Sales, you will partner with our Senior Sales Relationship Managers to build relationships with plan decision makers and consultants, meet face-to-face, and present to Institutional prospective clients. Your efforts will give Fisher the opportunity to close business with some of the world's largest pensions, foundations, endowments, and corporations.
The Day-to-Day:
- Communicate with external partners and institutional team members to efficiently coordinate with Sales Relationship Managers and deploy the firm’s business development resources and orchestrate the institutional sales process within an assigned territory.
- Ensure accurate, regularly updated information about prospect personnel, decision-making processes, and search activity is recorded in the firm’s proprietary systems.
- Cold call, establish relationships, and conduct formal presentations to articulately convey the firm’s investment philosophy and strategies to prospects and their investment consultants.
- Lead market expansion efforts within our EU territories, providing prospects with an introduction to FII and ensuring regulatory adherence.
Your Qualifications:
- At least 2 years of experience, and demonstrated track record of success, selling investment management to institutions or high net worth individuals.
- Fluency in German and English.
- Ability to set, monitor, and accomplish goals.
- Experience addressing complex challenges managing a broad opportunity set.
- Willingness to travel approximately 50% or more of the time.
- Solid investment knowledge; ideally previous institutional investment experience.
- Ability to apply mathematical and financial concepts such as geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error, Information Ratio.
- Ability to read, analyse, and interpret general business periodicals, professional journals.
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.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER.
German Institutional Sales Relationship Manager employer: Fisher Investments
Contact Detail:
Fisher Investments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land German Institutional Sales Relationship Manager
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. Building relationships can open doors that a CV just can't.
✨Tip Number 2
Practice your pitch! When you get the chance to meet potential clients or decision-makers, make sure you can clearly articulate your value proposition. A confident presentation can really set you apart.
✨Tip Number 3
Follow up! After meetings or networking events, send a quick thank-you email or message. It shows you're professional and keeps you on their radar for future opportunities.
✨Tip Number 4
Apply through our website! We love seeing candidates who are genuinely interested in joining us. Plus, it makes it easier for us to track your application and get back to you quickly.
We think you need these skills to ace German Institutional Sales Relationship Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of German Institutional Sales Relationship Manager. Highlight your experience in institutional sales and any relevant achievements that showcase your ability to build relationships with clients.
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 skills align with Fisher Investments' values. Don’t forget to mention your fluency in German and English!
Showcase Your Investment Knowledge: Since this role requires solid investment knowledge, be sure to include any relevant qualifications or experiences that demonstrate your understanding of financial concepts. This will help us see you as a strong candidate for the position.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensure it gets the attention it deserves!
How to prepare for a job interview at Fisher Investments
✨Know Your Audience
Before the interview, research Fisher Investments Europe and their approach to institutional sales. Understand their investment philosophy and be ready to discuss how your experience aligns with their goals. This will show that you’re genuinely interested and prepared.
✨Showcase Your Sales Skills
Prepare specific examples from your past experiences where you've successfully sold investment management services to institutions. Highlight your ability to build relationships and close deals, as this is crucial for the role of an Institutional Sales Relationship Manager.
✨Brush Up on Financial Concepts
Make sure you're comfortable discussing key financial concepts like Alpha, Beta, and Tracking Error. Being able to articulate these ideas clearly will demonstrate your solid investment knowledge and reassure the interviewers of your expertise.
✨Practice Your Presentation Skills
Since you'll be presenting to decision-makers, practice delivering a mock presentation about Fisher's investment strategies. Focus on clarity and confidence, as well as tailoring your message to resonate with institutional clients. This will help you stand out during the interview.