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 56700 - 69300 £ 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 in Manchester 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 Manchester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Fisher Investments. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace German or French Speaking Institutional Client Service Relationship Manager in Manchester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Fisher Investments.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Fisher Investments's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Fisher Investments
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Fisher Investments.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Fisher Investments will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Fisher Investments employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
