At a Glance
- Tasks: Build relationships with institutional clients and present investment strategies.
- Company: Join Fisher Investments Europe, a client-focused investment firm.
- Benefits: Top-tier health coverage, generous leave, and retirement contributions.
- Other info: Collaborative culture with ongoing training and employee appreciation events.
- Why this job: Make an impact in the finance world while working with leading institutions.
- Qualifications: Fluent in French and English with 2+ years in investment sales.
The predicted salary is between 36000 - 60000 £ per year.
The Opportunity: As a French-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 Manager 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 French and English.
- Ability to set, monitor, and accomplish goals.
- Experience addressing complex challenges managing a broad opportunity set.
- Willingness to travel approximately 30% 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.
French Institutional Sales Relationship Manager in London employer: Fisher Investments
Contact Detail:
Fisher Investments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land French Institutional Sales Relationship Manager in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups on LinkedIn, and don’t be shy about reaching out to potential contacts. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to meet face-to-face with decision-makers, make sure you can clearly articulate your value. Prepare a short, engaging summary of your experience and how it aligns with their needs. Confidence is key!
✨Tip Number 3
Follow up after meetings! A quick thank-you email can go a long way. It shows your appreciation and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate your interest in the role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got all the latest opportunities listed there, and applying directly can sometimes give you an edge. Plus, it shows you’re genuinely interested in being part of our team!
We think you need these skills to ace French Institutional Sales Relationship Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of French Institutional Sales Relationship Manager. Highlight your relevant experience in institutional sales and your fluency in French and English. We want to see how your skills match what we're looking for!
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 background makes you a perfect fit. Don’t forget to mention your understanding of investment management and your ability to build relationships.
Showcase Your Achievements: When detailing your experience, focus on specific achievements that demonstrate your success in sales. Numbers speak volumes, so if you've exceeded targets or closed significant deals, let us know! We love seeing quantifiable results.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at Fisher Investments Europe!
How to prepare for a job interview at Fisher Investments
✨Know Your Stuff
Make sure you brush up on your investment management knowledge, especially regarding institutional clients. Be ready to discuss complex financial concepts like Alpha, Beta, and Tracking Error, as these will likely come up during the interview.
✨Practice Your French
Since fluency in French is a must, practice speaking and presenting in French. You might be asked to conduct part of the interview in French, so being comfortable with the language will give you an edge.
✨Showcase Your Relationship Skills
Prepare examples of how you've successfully built relationships with institutional clients in the past. Highlight your ability to communicate effectively and present ideas clearly, as this role heavily relies on relationship management.
✨Research Fisher Investments
Familiarise yourself with Fisher Investments' philosophy and approach to client service. Understanding their values and how they align with your own will help you articulate why you're a great fit for the team.