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For Companies At a Glance
- Tasks: Manage relationships with institutional clients and provide tailored investment insights.
- Company: Fisher Investments Europe, a client-first investment firm with a collaborative culture.
- Benefits: Top-tier health coverage, generous leave, retirement contributions, and gym subsidies.
- Why this job: Join a team that prioritises client success and offers personal growth opportunities.
- Qualifications: 5+ years in institutional client management and strong capital markets knowledge.
- Other info: Dynamic role with travel opportunities and a focus on ESG projects.
The predicted salary is between 28800 - 48000 £ per year.
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 £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.
Institutional Client Service Relationship Manager employer: Fisher Investments
Contact Detail:
Fisher Investments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Institutional Client Service Relationship Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the hunt for a role. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research Fisher Investments Europe thoroughly, understand their investment philosophy, and be ready to discuss 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 enthusiasm for the role and keeps you fresh in their minds.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team.
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 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 background aligns with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about working with institutional clients and how you can contribute to our team. Be sure to mention any relevant experience with ESG projects or portfolio management.
Showcase Your Communication Skills: Since this role involves frequent interactions with clients, it's crucial to demonstrate your communication skills. Use clear and concise language in your application, and don’t hesitate to share examples of how you've effectively engaged with clients in the past.
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 ensures you’re considered for the role. Plus, you’ll get to explore more about what we do at Fisher Investments Europe!
How to prepare for a job interview at Fisher Investments
✨Know Your Clients Inside Out
Before the interview, make sure you research Fisher Investments Europe and their client base. Understand their investment philosophy and how it aligns with institutional clients' needs. This will help you demonstrate your expertise and show that you're ready to engage with clients effectively.
✨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 developments. Prepare to discuss recent market movements and how they might impact institutional investors. This will showcase your knowledge and readiness to provide valuable insights.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to manage client relationships. Think of specific examples from your past experience where you've successfully navigated challenges or identified opportunities for clients. This will highlight your proactive approach and relationship management skills.
✨Show Enthusiasm for ESG Initiatives
Fisher Investments places a strong emphasis on ESG projects. Be prepared to discuss your understanding of ESG principles and how they can be integrated into investment strategies. Showing genuine interest in this area will set you apart as a candidate who aligns with the company's values.
