Institutional Sales Relationship Manager - Strategic Partnerships - Fisher Investments in London

Institutional Sales Relationship Manager - Strategic Partnerships - Fisher Investments in London

London Full-Time 60000 - 80000 € / year (est.) No home office possible
Jobs via eFinancialCareers

At a Glance

  • Tasks: Build relationships with financial institutions and drive market expansion across EMEA.
  • Company: Join Fisher Investments Europe, a client-first global investment firm.
  • Benefits: Enjoy 28 days annual leave, health benefits, and a gym subsidy.
  • Other info: Collaborative culture with ongoing training and employee appreciation events.
  • Why this job: Make a real impact in emerging markets while developing your career.
  • Qualifications: 5+ years in finance with strong relationship-building skills required.

The predicted salary is between 60000 - 80000 € per year.

The Opportunity

As an Institutional Sales Relationship Manager within our Strategic Partnership group you will be an important asset to Fisher Investments Europe's Institutional sales efforts across Europe, Middle East, and Africa (EMEA). Your efforts will include conducting research on our target markets, identifying and establishing contact with financial institutions, and developing relationships with prospective financial service partners. Reporting to our Head of Institutional Sales, you will partner with our Senior Sales Professionals to build relationships with financial service firms in emerging markets, meet face‑to‑face, and present to prospective partners. Your efforts will give Fisher the opportunity to expand its global presence in emerging markets via partnerships with established financial institutions.

The Day-to-Day

  • Communicate with external partners and institutional team members to efficiently coordinate with Senior Sales Professionals and deploy our 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 our Customer Relationship Management system.
  • Cold call, establish relationships, and conduct formal presentations to articulately convey our partnership strategy, client service philosophy, and investment strategies to prospective financial service partners.
  • Lead market expansion efforts within our EMEA territories, providing prospects with an introduction to Fisher Investments Europe and our partnership capabilities.

Your Qualifications

  • At least 5 years of financial industry experience, and a demonstrated track record of success building relationships with financial service firms, investment consultants, and institutional asset owners.
  • Ability to set, monitor, and accomplish goals.
  • Experience addressing complex challenges and managing a broad opportunity set.
  • Willingness to travel frequently within an assigned territory.
  • Solid investment knowledge; ideally previous experience communicating listed equity investment philosophies and processes.
  • 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 and 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.

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER.

Institutional Sales Relationship Manager - Strategic Partnerships - Fisher Investments in London employer: Jobs via eFinancialCareers

Fisher Investments Europe is an exceptional employer that prioritises employee wellbeing and professional growth, offering a comprehensive benefits package including 100% paid health premiums, generous annual leave, and a robust retirement plan. Our collaborative work culture fosters continuous learning and appreciation, making it an ideal environment for those looking to thrive in the financial services sector while contributing to our mission of client-first investing across EMEA.

Jobs via eFinancialCareers

Contact Detail:

Jobs via eFinancialCareers Recruiting Team

StudySmarter Expert Advice🤫

We think this is how you could land Institutional Sales Relationship Manager - Strategic Partnerships - Fisher Investments in London

Tip Number 1

Network like a pro! Get out there and connect with industry professionals on LinkedIn or at events. We all know that personal connections can open doors, so don’t be shy about reaching out to potential partners or colleagues in the financial services sector.

Tip Number 2

Practice your pitch! You’ll need to articulate Fisher's partnership strategy clearly, so rehearse your presentation skills. We suggest doing mock presentations with friends or mentors to get comfortable and receive feedback.

Tip Number 3

Stay organised! Use a CRM tool to keep track of your contacts and interactions. We want you to have all the info at your fingertips when you’re reaching out to financial institutions, so make sure you’re on top of your game.

Tip Number 4

Apply through our website! It’s the best way to ensure your application gets noticed. We’re always looking for passionate individuals who align with our values, so don’t miss out on the chance to join our team!

We think you need these skills to ace Institutional Sales Relationship Manager - Strategic Partnerships - Fisher Investments in London

Relationship Building
Market Research
Financial Industry Knowledge
Customer Relationship Management (CRM)
Cold Calling
Formal Presentation Skills
Goal Setting and Monitoring

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 building relationships with financial service firms and any relevant achievements that showcase your skills in sales and market expansion.

Craft a Compelling Cover Letter:Your cover letter should tell us why you're the perfect fit for this role. Use it to express your passion for the financial industry and how your background aligns with our mission at Fisher Investments Europe. Don’t forget to mention your understanding of investment strategies!

Showcase Your Research Skills:Since you'll be conducting research on target markets, demonstrate your ability to gather and analyse information in your application. Mention any specific tools or methods you’ve used in the past to identify potential partners or market opportunities.

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 ensures you’re considered for the role without any hiccups!

How to prepare for a job interview at Jobs via eFinancialCareers

Know Your Market

Before the interview, dive deep into the financial markets in EMEA. Understand the key players, trends, and challenges. This knowledge will not only impress your interviewers but also help you articulate how you can contribute to Fisher Investments' growth in these regions.

Showcase Your Relationship Skills

Be ready to discuss specific examples of how you've built and maintained relationships with financial service firms. Use the STAR method (Situation, Task, Action, Result) to structure your answers, highlighting your successes and the strategies you used to overcome challenges.

Master the Numbers

Brush up on your investment knowledge and be prepared to discuss concepts like Alpha, Beta, and Tracking Error. You might be asked to explain how these metrics apply to Fisher's investment philosophy, so having a solid grasp of these terms will set you apart.

Practice Your Presentation Skills

Since you'll need to present to prospective partners, practice delivering a concise and engaging presentation about Fisher Investments' partnership strategy. Focus on clarity and confidence, and consider doing a mock presentation with a friend or mentor to get feedback.