Institutional Client Service Relationship Manager
Fisher Investments
- Dublin
- Permanent
- Full-time
- 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 risks
- 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 travelling
- 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 events