At a Glance
- Tasks: Build relationships with institutional clients and present investment strategies.
- Company: Fisher Investments Europe, a client-focused investment firm.
- Benefits: Top-tier health plans, generous leave, retirement contributions, and gym subsidies.
- Other info: Collaborative environment with ongoing training and employee appreciation events.
- Why this job: Join a dynamic team and make an impact in the investment world.
- Qualifications: 2+ years in sales, fluency in German and English, strong investment knowledge.
The predicted salary is between 50000 - 70000 £ per year.
The Opportunity: As a German-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 German 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.
German Institutional Sales Relationship Manager - Fisher Investments employer: Jobs via eFinancialCareers
Contact Detail:
Jobs via eFinancialCareers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land German Institutional Sales Relationship Manager - Fisher Investments
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at events. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Practice your pitch! You’ll need to present your ideas clearly and confidently. Grab a friend or mentor, and run through your presentation skills to make sure you shine in front of potential clients.
✨Tip Number 3
Stay informed about the market! Keep up with the latest trends and news in investment management. This knowledge will help you engage in meaningful conversations with prospects and show them you’re the real deal.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace German Institutional Sales Relationship Manager - Fisher Investments
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Institutional Sales Relationship Manager. Highlight your experience in sales, especially with institutional clients, and showcase your fluency in German and English.
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this role. Share specific examples of your past successes in sales and how they relate to the responsibilities outlined in the job description.
Showcase Your Knowledge: Demonstrate your understanding of investment management and the institutional market. Use relevant terminology and concepts from the job description to show that you know your stuff!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Jobs via eFinancialCareers
✨Know Your Audience
Before the interview, research Fisher Investments and their approach to institutional sales. Understand their investment philosophy and be ready to discuss how your experience aligns with their goals. This will show that you’re genuinely interested and prepared.
✨Showcase Your Relationship-Building Skills
As a German-speaking Institutional Sales Relationship Manager, your ability to build relationships is key. Prepare examples of how you've successfully established connections with decision-makers in the past. Highlight your communication skills and any relevant experiences in presenting to clients.
✨Demonstrate Financial Acumen
Brush up on your investment knowledge and be ready to discuss complex financial concepts like Alpha, Beta, and Tracking Error. You might be asked to explain these terms or apply them to real-world scenarios, so practice articulating your understanding clearly.
✨Prepare for Travel Discussions
Since the role involves travel, be ready to discuss your willingness and experience with it. Share any past experiences where travel was essential for building client relationships, and express your enthusiasm for meeting clients face-to-face across Europe.