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About the Role

The Fisher Investments Australasia (FIA) Relationship Manager – Service serves as the main point of contact for Australasia institutional clients, building and maintaining client relationships and coordinating day-to-day client support.

Responsibilities

• Collaborates with FI’s US and regionally based investment management and back-office teams to service institutional clients
• Responsible for maintaining a thorough familiarity with each assigned client
• Meet minimum service requirements, including traveling to meet with clients, contacting clients and recording communication within our internal contact management software
• Work with external and internal parties to orchestrate the sales and service processes within the region
• Conduct in-person portfolio reviews for institutional clients
• Communicate portfolio changes, market outlook, investment philosophy and portfolio strategy to clients
• Attend to various client requests

Requirements

• At least 4 years of experience in asset management and institutional client services preferred
• Excellent, professional communication skills through face-to-face, phone and written contact
• Ability to effectively present information and respond to questions from groups of managers, clients, prospects, and investment consultants
• Ability to multi-task and address complex challenges and proactively develop creative solutions
• Ability to work effectively and efficiently in a dynamic team-environment with team members in multiple locations
• Extensive knowledge of securities and markets and ability to apply knowledge in a variety of method
• Ability to apply mathematical and financial concepts such as geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error, Information Ratio
• Ability to read, analyze, and interpret general business periodicals, professional journals as well as write reports and business correspondence

Skills

• Communication skills
• Presentation skills
• Multi-tasking
• Problem-solving
• Teamwork
• Knowledge of securities and markets
• Mathematical and financial concepts
• Analytical skills
• Writing skills

Location

• Australasia

Work Type

• In-office
• Hybrid (potential)

Experience Level

• 4+ years

Education Level

• Bachelor's degree or equivalent combination of education/experience

Benefits

• 100% paid premiums for supplemental healthcare plan (medical, dental, vision) for employees and dependents
• Super contributions at the applicable superannuation guarantee percentage
• 20 days of annual leave
• 10 paid holidays
• Employee Assistance Program and emotional wellbeing services
• $10,000 equivalent fertility, hormonal health and family-forming benefit
• Collaborative working environment with ongoing training, educational support and employee appreciation events

About the Company

• Fisher Investments works for a bigger purpose: bettering the investment universe by ALWAYS putting clients’ interests first.
• Provides clients something different through unmatched service, continuous education and unique perspectives on investing.
• The next stage of growth will be driven by the expansion of our Private Client Group into Australia.
• Join our Global workforce and an inclusive culture where diverse perspectives are valued.
• Trained, developed, offered exceptional benefits and given an opportunity to build a lifelong career.

Equal Opportunity

• Fisher Investments Australia is an Equal Opportunity Employer.