Investment Relationship Manager

7 hours ago


London, Greater London, United Kingdom Fisher Investments Full time

About the Job:

We are seeking a talented Regional Sales Associate to join our team at Fisher Investments Europe. As part of a global asset management organisation, you will be working closely with Private Client Directors to advocate and provide resources for prospective client meetings.

The successful candidate will have excellent communication skills and ability to connect with diverse audiences, as well as reliability, accuracy, and commitment to quality work. You will be responsible for reviewing client profiles and following compliance procedures, collaborating with Financial Planning and Portfolio Evaluation departments, and using Morningstar software to produce reports on prospective clients' current investments.

Key Responsibilities:

  • Advocate and supporting resource for Private Client Directors.
  • Provide resources for prospective client meetings.
  • Work with external parties to gather information on prospective clients' current investments.
  • Review client profiles and follow compliance procedures.
  • Collaborate with Financial Planning and Portfolio Evaluation departments.
  • Use Morningstar software to produce reports on prospective clients' current investments.


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