Senior Institutional Sales & Relationship Manager

Fisher Investments UK; Greater London; On-site; GBP 90,000 - 130,000; Full time

Benefits offered by this job

Medical and dental benefits

28 days annual leave

Enhanced maternity pay

Fertility & family-forming benefit

Retirement pension plan

Gym subsidy

Employee Assistance Program

Training & development opportunities

Job summary

Fisher Investments Europe is seeking an Institutional Sales Relationship Manager to lead strategic coverage of investment consultants and institutional clients across the UK, Ireland, and Europe. You will partner with Senior Sales Relationship Managers to win business and present our investment philosophy to prospects.

Ideal candidates have 5+ years in financial services, strong relationship skills, and willingness to travel; knowledge of listed equity strategies and quantitative concepts is a

Qualifications

• At least 5 years of financial industry experience, and demonstrated track record of success, building relationships with investment consultants and institutional asset owners
• Ability to set, monitor, and accomplish goals
• Experience addressing complex challenges managing a broad opportunity set
• Willingness to travel frequently within an assigned territory
• Solid investment knowledge; ideally previous experience communicating listed equity investment philosophies and processes
• Ability to apply mathematical and financial concepts such as geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error, Information Ratio
• Ability to read, analyse, and interpret general business periodicals, professional journals

Responsibilities

• Communicate with external partners and institutional team members to efficiently coordinate with Senior Sales Relationship Managers and deploy our business development resources and orchestrate the institutional sales process within an assigned territory
• Ensure accurate, regularly updated information about prospect personnel, decision-making processes, and search activity is recorded in our Customer Relationship Management system
• Cold call, establish relationships, and conduct formal presentations to articulately convey our investment philosophy and strategies to prospects and their investment consultants
• Lead market expansion efforts within our UK, Irish and specific European territories, providing prospects with an introduction to Fisher Investments Europe and ensuring regulatory adherence

Skills

Relationship building

Goal setting

Strategic selling

Travel readiness

Investment knowledge

Financial concepts

Reading financial publications

Job description

Fisher Investments Europe is seeking an Institutional Sales Relationship Manager to lead strategic coverage of investment consultants and institutional clients across the UK, Ireland, and Europe. You will partner with Senior Sales Relationship Managers to win business and present our investment philosophy to prospects.

Ideal candidates have 5+ years in financial services, strong relationship skills, and willingness to travel; knowledge of listed equity strategies and quantitative concepts is a