Institutional Relationship Manager - Service

Fisher Investments UK; Singapore; On-site; SGD 120,000 - 180,000; Full time

Benefits offered by this job

Health benefits

Therapy & EAP services

Fertility and family support

Team events & learning programs

Job summary

Fisher Investments Singapore is seeking a Relationship Manager - Service to act as the main contact for institutional clients in Singapore and across APAC. This role involves frequent travel, coordinating with US and regional teams, and leading client meetings.

The position requires at least 4 years in asset management and client services, strong communication, and the ability to present complex information to diverse stakeholders across time zones.

Qualifications

• Bachelor’s degree or equivalent combination of education/experience.
• Proficiency of other regional languages preferred.
• At least 4 years of experience in asset management and client services and sales preferred.
• Excellent, professional communication skills through face-to-face, phone and written contact.
• Ability to present information clearly to groups of managers, clients, prospects, and investment consultants.

Responsibilities

• Serve as the main point of contact for Singapore and APAC-based institutional clients.
• Collaborate with US and regional teams to service clients.
• Maintain familiarity with assigned clients and travel to meet them.
• Record communications in internal contact management software.
• Coordinate sales and service processes with APAC sales teams and clients.
• Conduct in-person portfolio reviews and discuss portfolio changes and market outlook.

Skills

Excellent communication

Client service

Presentation skills

Multi-tasking

Team collaboration

Education

Bachelor’s degree

Tools

CRM software

Portfolio systems

Job description

Overview

The Opportunity:

The Fisher Investments Singapore (FIS) Relationship Manager - Service serves as the main point of contact for Singapore and other APAC-based institutional clients. The FIS Relationship Manager – Service may also support FIA colleagues who service Australia-based institutional clients. The Relationship Manager - Service is tasked with building and maintaining client relationships and coordinating day-to-day client support and will also liaise with other APAC-based institutional clients in accordance with applicable policies and procedures. The FIS Relationship Manager - Service may also lead sales meetings for Singaporean institutional prospects.

The Day-to-Day:

• Willingness to travel 51% or more of the time
• Collaborates with US and regionally based investment management and back-office teams to service institutional clients
• Responsible for maintaining a thorough familiarity with each assigned client
• Meet minimum service requirements, including traveling to meet with clients, contacting clients and recording communication within our internal contact management software
• Work with external and internal parties to orchestrate the sales and service processes within the region
• Conduct in-person portfolio reviews for institutional clients
• Communicate portfolio changes, market outlook, investment philosophy and portfolio strategy to clients
• Attend to various client and prospective client requests
• Coordinate with APAC sales teams to collaborate on local meetings and prospective client needs

Your Qualifications:

• Bachelor’s degree from 4-year college or university or equivalent combination of education/experience
• Proficiency of other regional languages preferred
• At least 4 years of experience in asset management and client services and sales preferred
• Excellent, professional communication skills through face-to-face, phone and written contact
• Ability to effectively present information and respond to questions from groups of managers, clients, prospects, and investment consultants
• Ability to multi-task and address complex challenges and develop creative solutions
• Ability to work effectively and efficiently in a dynamic team-environment with team members in multiple locations and time zones
• Extensive knowledge of securities and markets and ability to apply knowledge in a variety of methods
• Ability to apply mathematical and financial concepts such as geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error, Information Ratio
• Ability to read, analyze, and interpret general business periodicals, professional journals as well as write reports and business correspondence

Why Fisher Investments Singapore:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture and our learning and development framework customized for every employee.

It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

• 100% paid premiums for top-tier supplemental medical, dental, and vision for employees and their qualified dependents
• Employer-paid therapy, coaching, and other EAP services including well-being support
• Family Support programs including $10,000* fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
• A collaborative working environment that practices ongoing training, educational support and employee appreciation events

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS SINGAPORE IS AN EQUAL OPPORTUNITY EMPLOYER