About this role
Overview
The Opportunity:
As an Institutional Client Service Relationship Manager at Fisher Investments Arabia, you will have the essential responsibility to ensure we are servicing our clients. This includes frequent interactions (through 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 GVP 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.
The Day-to-Day:
Lead portfolio reviews for clients and related partnersEducate clients on Fisher investment philosophy, portfolio strategies, and market outlookBecome the expert on your assigned clients and their investment goalsWork with the Institutional ESG team to facilitate client co-engagement opportunities and lead ESG projectsAnticipate and fulfil client requests, identify opportunities and threats for each clientIdentify cross-sell and addition opportunities for Sales Relationship ManagersCreate customised action plans for each client to further build relationships and minimise risks Your Qualifications:
At least 5 years' experience managing relationships of institutional clients within the wealth/asset management industryStrong capital markets knowledgeFluency in English is a must, also fluency in Arabic requiredCommitted to maintain quality of work while sticking to self-imposed timelinesEngage with a wide array of audiences by phone, email and in person and also values collaborationDesire to enhance and maintain a deep knowledge of financial markets, ESG, Fisher's investment philosophy and institutional investment strategiesEnjoy travelling Why Fisher Investments Arabia:
The global Fisher organisation distinguishes itself by always putting our clients first, providing them with unmatched service, and taking a personalised investing approach. This unique model has helped the global Fisher organization grow to serve over 150,000 clients globally, who entrust us with over $236 billion (USD) in assets under management.
Our employees make our purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits. We 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 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 SAUDI ARABIA IS AN EQUAL OPPORTUNITY EMPLOYER