German or French Speaking Institutional Client Service Relationship Manager
On-siteLondon, England, United Kingdom
Job Summary
Lead portfolio reviews for clients and related partners while educating them on Fisher investment philosophy, portfolio strategies, and market outlook. Become the expert on assigned clients and their investment goals by anticipating requests, identifying opportunities and threats, and creating customized action plans to build relationships and minimize risks. Work with the Institutional ESG team to facilitate client co-engagement opportunities and lead ESG projects. Identify cross-sell and addition opportunities for Sales Relationship Managers through frequent interactions with institutional investors via European travel and phone. Fluency in English and German or French is required, along with at least five years managing institutional client relationships within wealth or asset management. This role reports to the VP of Client Service within the Institutional Group.
Required Qualifications
- At least 5 years' experience managing relationships of institutional clients within the wealth/asset management industry
- Strong capital markets knowledge
- Fluency in English
- Fluency in German or French
- 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
- values collaboration
- Enjoy travelling
- This is an in-office role
Desired Qualifications
- Desire to enhance and maintain a deep knowledge of financial markets, ESG, Fisher's investment philosophy and institutional investment strategies
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