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About the Role
As a German or French speaking Institutional Client Service Relationship Manager, you will ensure clients receive exceptional service through frequent interactions, capital markets updates, and collaboration with internal teams. You will become familiar with Fisher's investment philosophy and its implementation across various strategies.
Responsibilities
- 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
Requirements
- 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
- 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
Skills
- Client relationship management
- Capital markets knowledge
- Communication (English, German or French)
- Collaboration
- Financial markets knowledge
- ESG knowledge
- Institutional investment strategies
Location
- Europe
Work Type
- In-office
- Hybrid (potential)
Experience Level
- 5+ years
Benefits
- 100% paid premiums for 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
- Up to 8 paid holidays
- Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees
- $10,000 equivalent fertility, hormonal health and family-forming benefit
- Retirement pension plan, featuring a 9% company contribution of base pay
- 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
- Collaborative working environment
- Ongoing training
- Educational support
- Employee appreciation events
About the Company
- The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing.
- We align with our clients’ best interests by using a simple and transparent fee structure and recognised European custodians.
Equal Opportunity
- FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER