About this role
Overview
The Opportunity:
The Fisher Investments Australasia (FIA) Relationship Manager - Service serves as the main point of contact for Australasia institutional clients. The Relationship Manager - Service is tasked with building and maintaining client relationships and coordinating day-to-day client support.
The Day-to-Day:
Willingness to travel 51% or more of the timeCollaborates with FI's US and regionally based investment management and back-office teams to service institutional clientsResponsible for maintaining a thorough familiarity with each assigned clientMeet minimum service requirements, including traveling to meet with clients, contacting clients and recording communication within our internal contact management softwareWork with external and internal parties to orchestrate the sales and service processes within the regionConduct in-person portfolio reviews for institutional clientsCommunicate portfolio changes, market outlook, investment philosophy and portfolio strategy to clientsAttend to various client requests Your Qualifications:
Bachelor's degree from 4-year college or university or equivalent combination of education/experience preferredAt least 4 years of experience in asset management and institutional client services preferredExcellent, professional communication skills through face-to-face, phone and written contactAbility to effectively present information and respond to questions from groups of managers, clients, prospects, and investment consultantsAbility to multi-task and address complex challenges and proactively develop creative solutionsAbility to work effectively and efficiently in a dynamic team-environment with team members in multiple locationsExtensive knowledge of securities and markets and ability to apply knowledge in a variety of methodAbility to apply mathematical and financial concepts such as geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error, Information RatioAbility to read, analyze, and interpret general business periodicals, professional journals as well as write reports and business correspondence Why Fisher Investments Australia:
At Fisher Investments, we work for a bigger purpose: bettering the investment universe by ALWAYS putting clients' interests first. We provide clients something different through unmatched service, continuous education and unique perspectives on investing.
The next stage of our growth will be driven by the expansion of our Private Client Group into Australia. You will be at the frontier of this expansion. You will join our Global workforce and an inclusive culture where diverse perspectives are valued. You will be trained, developed, offered exceptional benefits and given an opportunity to build a lifelong career. If this sounds appealing, apply now to join us in our mission to Better the Investment Universe.
Benefits:
100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependentsSuper contributions at the applicable superannuation guarantee percentage specified in superannuation legislation up to the maximum superannuation contribution base20 days of annual leave, in addition to 10 paid holidaysEmployee Assistance Program and other emotional wellbeing services$10,000 fertility, hormonal health and family-forming benefitA collaborative working environment that practises ongoing training, educational support and employee appreciation events This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS AUSTRALIA IS AN EQUAL OPPORTUNITY EMPLOYER
Fisher Investments Australia® is a trademark of Fisher Investments Australasia Pty Ltd (ABN 86 159 670 667, AFSL 433312).