Senior Institutional Client Relationship Leader

Fisher Investments UK; City Of London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading investment service provider in London is seeking an experienced Institutional Client Service Relationship Manager to enhance client relationships and manage expectations. The role involves leading portfolio reviews, educating clients on investment strategies, and facilitating ESG opportunities. Candidates should have at least 5 years of experience in institutional relationship management. This position offers competitive benefits and a collaborative work environment.

Benefits

100% paid medical, dental, and health screening premiums

28 days of annual leave plus paid holidays

Enhanced maternity pay

Retirement pension plan with company contribution

Gym subsidy up to £50 per month

Qualifications

• At least 5 years' experience managing institutional client relationships.
• Strong knowledge of capital markets.
• Desire to enhance knowledge of financial markets and institutional strategies.

Responsibilities

• Lead portfolio reviews for clients and partners.
• Educate clients on Fisher investment philosophy and strategies.
• Anticipate and fulfill client requests.

Skills

Relationship management

Capital markets knowledge

Fluency in English

Collaboration

Knowledge of ESG

Job description

A leading investment service provider in London is seeking an experienced Institutional Client Service Relationship Manager to enhance client relationships and manage expectations. The role involves leading portfolio reviews, educating clients on investment strategies, and facilitating ESG opportunities. Candidates should have at least 5 years of experience in institutional relationship management. This position offers competitive benefits and a collaborative work environment.