Institutional Client Service Relationship Manager
3 weeks ago
Overview
The Fisher Investments Institutional Group manages over $40 billion in global assets for foundations, pensions, corporations and other institutional clients. Providing exceptional service to our clients is essential to retaining, strengthening, and growing these relationships.
The Opportunity:
As an Institutional Client Service Relationship Manager at Fisher Investments Ireland, you will have the essential responsibility to ensure we are servicing our clients. This includes frequent interactions (through European travel for in person meetings and also by phone) with institutional investors to provide capital markets updates, identify unique service opportunities, and work with other relationship managers, teams within the Institutional Group, and our Investment Policy Committee and research team to complete client requests. Reporting to the VP of Client Service, within the first year you will become very familiar with Fisher's investment philosophy and how it is implemented across numerous strategies, you will sharpen your skillset as you learn how to assess client needs, you will think creatively and learn to distil important information from many client sources.
The 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 drive ESG initiatives Anticipate and fulfil 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 risksYour 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 maintain quality of work while sticking to self-imposed timelines Ability to 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 travellingWhy Fisher Investments Ireland:
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 Fisher Investments and Fisher Investments Ireland align with our clients' priorities 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 healthcare and dental 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 11 paid holidays Enhanced maternity pay package with 26 weeks' top up to full base pay for eligible employees A retirement pension plan, featuring a 9% company pension contribution of your base pay and an additional company match of up to 5% of base pay Monthly gym subsidy of up to €50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practices ongoing training, educational support and employee appreciation eventsWe take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.
FISHER INVESTMENTS IRELAND IS AN EQUAL OPPORTUNITY EMPLOYER
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Dublin, Dublin City, Ireland Fisher Investments Full timeThe Fisher Investments Institutional Group manages over $40 billion in global assets for foundations, pensions, corporations and other institutional clients. Providing exceptional service to our clients is essential to retaining, strengthening, and growing these relationships. The Opportunity:As an Institutional Client Service Relationship Manager at Fisher...
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