At a Glance
- Tasks: Manage relationships with institutional clients and provide capital markets updates.
- Company: Fisher Investments Europe, known for client-first service and personalised investing.
- Benefits: Top-tier health plans, 28 days leave, gym subsidy, and retirement contributions.
- Other info: Dynamic role with travel opportunities and ongoing training support.
- Why this job: Join a collaborative team and make a real impact in the investment 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.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
German or French Speaking Institutional Client Service Relationship Manager - Fisher Investments in London employer: Fisher Investments
Fisher Investments Europe is an exceptional employer that prioritises client service and employee well-being, offering a collaborative work culture where your contributions are valued. With comprehensive benefits including top-tier health plans, generous leave policies, and a commitment to professional development, you will thrive in an environment that supports your growth while engaging with institutional clients across Europe. Join us to be part of a team that not only values your expertise but also invests in your future.
StudySmarter Expert Advice🤫
We think this is how you could land German or French Speaking Institutional Client Service Relationship Manager - Fisher Investments in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investment sectors. Attend industry events or webinars where you can meet potential employers or colleagues. Remember, it’s all about who you know!
✨Tip Number 2
Practice your pitch! You never know when you’ll bump into someone from Fisher Investments or another company you’re keen on. Have a quick, engaging summary of your experience and what you bring to the table ready to go.
✨Tip Number 3
Show off your language skills! If you’re fluent in German or French, make sure to highlight that in conversations. It’s a massive plus for roles like the one at Fisher Investments, so don’t be shy about it!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, you’ll find all the latest job openings there, so keep checking back for new opportunities!
We think you need these skills to ace German or French Speaking Institutional Client Service Relationship Manager - Fisher Investments in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the job description. Highlight your experience in managing institutional client relationships and your fluency in German or French. 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 the role and how your background aligns with Fisher Investments' values. Don’t forget to mention your knowledge of capital markets and ESG, as these are key for us.
Showcase Your Communication Skills:Since this role involves frequent interactions with clients, make sure your application showcases your communication skills. Whether it's through your writing style or examples of past client interactions, we want to see how you engage with different audiences.
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, you’ll find all the details you need about the position there!
How to prepare for a job interview at Fisher Investments
✨Know Your Clients Inside Out
Before the interview, make sure you 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
Given the role's focus on capital markets, it's crucial to stay updated on current trends and news. Prepare to discuss recent market developments and how they might impact institutional investors. This will showcase your knowledge and readiness to engage with clients effectively.
✨Practice Your Language Skills
Since fluency in German or French is required, practice speaking in these languages before the interview. Be prepared to answer questions or even conduct part of the interview in your chosen language. This will highlight your communication skills and ability to connect with clients.
✨Showcase Your Relationship Management Skills
Think of specific examples from your past experience where you've successfully managed client relationships. Be ready to discuss how you identified opportunities, fulfilled requests, and built trust. This will illustrate your capability to excel in the role and align with Fisher's client-first approach.
