Institutional Client Service Manager

3 weeks ago

London, Greater London, United Kingdom Fisher Investments Full time
Job Overview:


The Institutional Group at Fisher Investments oversees a substantial portfolio exceeding $40 billion in global assets, catering to foundations, pensions, corporations, and various institutional clients.

Delivering outstanding service to our clients is crucial for maintaining, enhancing, and expanding these vital relationships.


The Role:


As an Institutional Client Service Manager at Fisher Investments Europe, your primary responsibility will be to ensure exceptional service delivery to our clients.

This role entails regular interactions (including travel across Europe for face-to-face meetings and phone communications) with institutional investors to provide updates on capital markets, uncover unique service opportunities, and collaborate with other relationship managers, teams within the Institutional Group, as well as our Investment Policy Committee and research team to fulfill client requests.

Reporting directly to the VP of Client Service, you will gain in-depth knowledge of Fisher's investment philosophy and its application across various strategies within your first year. You will enhance your skill set by learning to evaluate client needs, think innovatively, and extract significant information from diverse client sources.


Daily Responsibilities:
  • Conduct portfolio reviews for clients and associated partners
  • Educate clients on Fisher's investment philosophy, portfolio strategies, and market outlook
  • Become an expert on your assigned clients and their investment objectives
  • Collaborate with the Institutional ESG team to facilitate client co-engagement opportunities and promote ESG initiatives
  • Anticipate and address client requests, identifying opportunities and risks for each client
  • Recognize cross-sell and additional opportunities for Sales Relationship Managers
  • Develop customized action plans for each client to strengthen relationships and mitigate risks

Your Qualifications:
  • A minimum of 5 years of experience managing relationships with institutional clients in the wealth/asset management sector
  • Strong understanding of capital markets
  • Fluency in English; proficiency in additional languages is a plus
  • Commitment to maintaining high-quality work while adhering to self-imposed deadlines
  • Ability to engage with a diverse 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
  • Willingness to travel

Why Choose Fisher Investments Europe:


The global Fisher organization stands out by prioritizing clients, delivering unparalleled service, and adopting a personalized approach to investing.

We ensure alignment with our clients' best interests through a straightforward and transparent fee structure, utilizing recognized European custodians.

Our employees are the cornerstone of the Fisher mission, and to support their long-term goals, we provide a comprehensive benefits package, including:

  • 100% paid premiums for top-tier supplemental medical, dental, and annual health screening plans for employees and their eligible dependents
  • 28 days of 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
  • 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 well-being services
  • A collaborative work environment that emphasizes ongoing training, educational support, and employee appreciation events

We take pride in our inclusive culture, valuing the diverse perspectives and unique skills you bring to our team, which enhances our collective performance.

At Fisher Investments, success is driven by results, a collaborative spirit, and a commitment to achieving excellence.

*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

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