Institutional Sales Relationship Manager
Institutional Sales Relationship Manager

Institutional Sales Relationship Manager

Full-Time 36000 - 60000 £ / year (est.) No home office possible
Fisher Investments

At a Glance

  • Tasks: Build relationships with institutional clients and present investment strategies.
  • Company: Fisher Investments, an inclusive employer prioritising client-first service.
  • Benefits: Top-tier health plans, generous leave, retirement contributions, and gym subsidies.
  • Why this job: Join a dynamic team making a real impact in the investment world.
  • Qualifications: 2+ years in investment sales with strong relationship-building skills.
  • Other info: Collaborative environment with ongoing training and employee appreciation events.

The predicted salary is between 36000 - 60000 £ per year.

The Opportunity: As an Institutional Sales Relationship Manager within our Strategic Partnership group you will be an important asset to Fisher Investments Europe\’s Institutional sales efforts across Europe, Middle East, and Africa (EMEA). Your efforts will include conducting research on our target markets, identifying and establishing contact with financial institutions, and developing relationships with prospective financial service partners. Reporting to our Head of Institutional Sales, you will partner with our Senior Sales Professionals to build relationships with financial service firms in emerging markets, meet face-to-face, and present to prospective partners. Your efforts will give Fisher the opportunity expand its global presence in emerging markets via partnerships with established financial institutions. The Day-to-Day: Communicate with external partners and institutional team members to efficiently coordinate with Senior Sales Professionals and deploy our 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 our Customer Relationship Management system Cold call, establish relationships, and conduct formal presentations to articulately convey our partnership strategy, client service philosophy, and investment strategies to prospective financial service partners Lead market expansion efforts within our EMEA territories, providing prospects with an introduction to Fisher Investments Europe and our partnership capabilities Your Qualifications: At least 5 years of financial industry experience, and demonstrated track record of success, building relationships with financial service firms, investment consultants, and institutional asset owners Ability to set, monitor, and accomplish goals Experience addressing complex challenges managing a broad opportunity set Willingness to travel frequently within an assigned territory Solid investment knowledge; ideally previous experience communicating listed equity investment philosophies and processes 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 *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

Institutional Sales Relationship Manager employer: Fisher Investments

Fisher Investments is an exceptional employer that prioritises inclusivity and employee well-being, offering a collaborative work culture and extensive benefits such as comprehensive health plans, generous leave policies, and robust retirement contributions. As an Institutional Sales Relationship Manager, you will thrive in a supportive environment that fosters professional growth and provides opportunities to engage with some of the largest institutional clients across the UK and Europe, all while being part of a company that values its employees' long-term goals.
Fisher Investments

Contact Detail:

Fisher Investments Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land 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 consultants, make sure you can clearly articulate Fisher's investment philosophy and how it benefits them. Confidence is key!

✨Tip Number 3

Stay organised! Keep track of your prospects and their needs using a simple spreadsheet or CRM tool. This will help you tailor your approach and follow up effectively.

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about joining our team.

We think you need these skills to ace Institutional Sales Relationship Manager

Sales Skills
Relationship Management
Investment Knowledge
Presentation Skills
Communication Skills
Market Expansion
Goal Setting and Monitoring
Problem-Solving Skills
Financial Analysis
Mathematical Concepts
Regulatory Adherence
Cold Calling
Networking Skills
Territory Management

Some tips for your application 🫡

Read the Job Description Carefully: Before you dive into your application, take a moment to really digest the job description. Make sure you understand what Fisher Investments is looking for in an Institutional Sales Relationship Manager and how your experience aligns with their needs.

Tailor Your CV and Cover Letter: Don’t just send a generic CV! We want to see how your skills and experiences specifically relate to this role. Highlight your relevant achievements in investment management and any experience with institutional clients to make your application stand out.

Showcase Your Communication Skills: As this role involves a lot of interaction with clients and consultants, it’s crucial to demonstrate your communication prowess. Use clear, concise language in your application and consider including examples of successful presentations or client interactions you've had in the past.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to the right people. Plus, it shows us that you’re genuinely interested in joining our team at Fisher Investments!

How to prepare for a job interview at Fisher Investments

✨Know Your Numbers

As an Institutional Sales Relationship Manager, you'll need to be comfortable with financial concepts. Brush up on your knowledge of Alpha, Beta, and Tracking Error. Be ready to discuss how these metrics apply to investment strategies during your interview.

✨Research the Company

Familiarise yourself with Fisher Investments' approach to client service and their investment philosophy. Understanding their values and how they align with your own will help you articulate why you're a great fit for the team.

✨Prepare for Role-Play Scenarios

Expect to engage in role-play during the interview, where you might have to present to a mock client or consultant. Practise your presentation skills and be ready to convey complex information clearly and confidently.

✨Showcase Your Relationship-Building Skills

This role is all about building relationships. Prepare examples from your past experiences where you've successfully established connections with clients or consultants. Highlight your ability to communicate effectively and manage expectations.

Institutional Sales Relationship Manager
Fisher Investments

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