Institutional Client Service Relationship Manager
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Overview
As an Institutional Client Service Relationship Manager at Fisher Investments Europe, you will be responsible for ensuring our institutional investors receive exceptional service. Your role will involve frequent interactions—including European travel for in‑person meetings and phone calls—to provide capital markets updates, identify unique service opportunities, and collaborate with other relationship managers, the Institutional Group, the Investment Policy Committee, and the research team to fulfill client requests. You will report to the VP of Client Service and, within the first year, become fully versed in Fisher’s investment philosophy and its application across multiple strategies.
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, identifying opportunities and threats for each client
- Identify cross‑sell and insertion opportunities for Sales Relationship Managers
- Create customised action plans for each client to further build relationships and minimise risks
Qualifications
- At least 5 years’ experience managing relationships of institutional clients within the wealth/asset management industry
- Strong capital markets knowledge
- Fluency in English; additional language skills an asset
- Committed to maintaining quality of work while meeting self‑imposed timelines
- Effective communication with a wide range of audiences via phone, email and in‑person, valuing collaboration
- Desire to deepen knowledge of financial markets, ESG, Fisher’s investment philosophy, and institutional investment strategies
- Enjoy travelling
Benefits
- 100% paid premiums for top‑tier supplemental medical, dental and annual health screening plans for employees and qualified dependents
- 28 days annual leave, with the option 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
- Retirement pension plan with a 9% company contribution of base pay plus an additional company match of up to 5% of base pay on personal contributions
- Gym subsidy up to £50 per month
- Employee Assistance Program and other emotional wellbeing services
- Collaborative working environment practising ongoing training, educational support and employee appreciation events
- Hybrid work from home program may be available based on role, tenure and performance eligibility (subject to change)
- Employees residing outside the US will be eligible for the $10,000 equivalent in local currency
Seniority level: Mid‑Senior – Employment type: Full‑time – Job function: Other
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
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