At a Glance
- Tasks: Manage relationships with institutional clients and provide tailored investment solutions.
- Company: Fisher Investments Europe, a client-first investment firm.
- Benefits: Top-tier health coverage, generous leave, retirement plan, and gym subsidy.
- Other info: Dynamic role with travel opportunities and ongoing professional development.
- Why this job: Join a collaborative team and make a real impact in the finance world.
- Qualifications: 5+ years in institutional client management and fluency in German or French.
The predicted salary is between 60000 - 80000 £ per year.
The Opportunity: As a German or French speaking 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 is a must, also fluency in German or French required
- 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.
German or French Speaking Institutional Client Service Relationship Manager in London employer: Fisher Investments
Fisher Investments is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. With a strong focus on employee growth, we provide comprehensive training and development opportunities, ensuring that our team members can advance their careers while enjoying a supportive culture that values communication and teamwork. Our office-based role also allows for potential hybrid work options, making it easier to balance professional and personal commitments.
StudySmarter Expert Advice🤫
We think this is how you could land German or French Speaking Institutional Client Service Relationship Manager in London
✨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. Remember, it’s all about who you know, and personal connections can often lead to job opportunities.
✨Ace the Informational Interview
Set up informational interviews with professionals in your desired field. This is a great way to learn more about the role and company culture while also showcasing your enthusiasm and skills. Plus, it could lead to a referral down the line!
✨Show Off Your Skills
When you get the chance to meet with potential employers, make sure to highlight your relevant experience and how it aligns with their needs. Use specific examples from your past roles to demonstrate your expertise and problem-solving abilities.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It shows your genuine interest in the position and helps us keep track of your application. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace German or French Speaking Institutional Client Service Relationship Manager in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Institutional Client Service Relationship Manager. Highlight your experience with institutional clients and any relevant capital markets knowledge. We want to see how you can bring value to our team!
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 our needs. Don’t forget to mention your fluency in German or French, as it’s a key part of the job!
Showcase Your Experience:When detailing your work history, focus on specific achievements that demonstrate your ability to manage client relationships effectively. We love seeing numbers and results, so don’t hold back on sharing your successes!
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be one step closer to joining our fantastic team at Fisher Investments Europe!
How to prepare for a job interview at Fisher Investments
✨Know Your Clients Inside Out
Before the interview, take time to research Fisher Investments and their institutional clients. Understand their investment goals and how Fisher's philosophy aligns with them. This will help you demonstrate your expertise and show that you're genuinely interested in providing tailored service.
✨Brush Up on Capital Markets Knowledge
Make sure you're up-to-date with the latest trends in capital markets, especially those relevant to institutional investors. Be prepared to discuss recent market developments and how they might impact client portfolios. This will showcase your commitment to staying informed and your ability to educate clients effectively.
✨Practice Your Language Skills
Since fluency in German or French is essential, practice speaking in these languages before the interview. You might be asked to conduct part of the interview in one of these languages, so being comfortable will help you communicate more effectively and confidently.
✨Prepare for Scenario-Based Questions
Think about potential scenarios you might face as a Relationship Manager, such as handling difficult client requests or identifying cross-sell opportunities. Prepare specific examples from your past experience that demonstrate your problem-solving skills and ability to build strong client relationships.
