At a Glance
- Tasks: Manage relationships with institutional clients and provide tailored investment insights.
- Company: Fisher Investments Europe, a client-first investment firm with a global presence.
- Benefits: Top-tier health coverage, generous leave, retirement contributions, and gym subsidies.
- Other info: Collaborative environment with ongoing training and career growth opportunities.
- Why this job: Join a dynamic 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 in Westminster employer: Fisher Investments
Fisher Investments Europe is an exceptional employer that prioritises client service and employee well-being, offering a collaborative work culture and extensive benefits including comprehensive health plans, generous leave policies, and a strong commitment to professional development. Located in a vibrant European city, employees enjoy opportunities for travel and engagement with institutional clients, all while being supported by a company that values transparency and personal growth.
StudySmarter Expert Advice🤫
We think this is how you could land German or French Speaking Institutional Client Service Relationship Manager in Westminster
✨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
Prepare for those interviews! Research Fisher Investments Europe thoroughly. Understand their investment philosophy and be ready to discuss how your experience aligns with their goals. Show them you’re not just another candidate!
✨Tip Number 3
Practice your language skills! Since this role requires fluency in German or French, make sure you’re comfortable discussing financial concepts in that language. It’ll give you an edge and show your commitment to the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, you can tailor your application to highlight your relevant experience and skills directly related to the job description.
We think you need these skills to ace German or French Speaking Institutional Client Service Relationship Manager in Westminster
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to highlight your experience in managing institutional client relationships. Use keywords from the job description to show that you understand what we're looking for.
Craft a Compelling Cover Letter:Your cover letter should tell us why you're the perfect fit for this role. Share specific examples of how you've successfully engaged with clients and your knowledge of capital markets.
Showcase Your Language Skills:Since fluency in German or French is key, make sure to mention your language skills prominently. If possible, include any relevant experiences where you've used these languages in a professional setting.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently, so don’t hesitate!
How to prepare for a job interview at Fisher Investments
✨Know Your Clients Inside Out
Before the interview, make sure you research the institutional clients you'll be working with. Understand their investment goals and how Fisher's strategies align with them. This will show your potential employer that you're proactive and ready to hit the ground running.
✨Brush Up on Capital Markets Knowledge
Since strong capital markets knowledge is crucial for this role, take some time to review recent market trends and updates. Be prepared to discuss how these trends could impact your clients and their portfolios during the interview.
✨Showcase Your Language Skills
Fluency in German or French is a must, so practice speaking in both languages before the interview. You might be asked to demonstrate your language skills, especially when discussing client interactions or market updates.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities and client management skills. Think of specific examples from your past experience where you've successfully managed client relationships or navigated challenges, and be ready to share those stories.
