FIA Relationship Manager - Service

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 time

Collaborates with FI’s 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 requests

Your Qualifications:

Bachelor’s degree from 4-year college or university or equivalent combination of education/experience preferred

At least 4 years of experience in asset management and institutional client services 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 proactively develop creative solutions

Ability to work effectively and efficiently in a dynamic team-environment with team members in multiple locations

Extensive knowledge of securities and markets and ability to apply knowledge in a variety of method

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 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.

Benefits:

100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents

Super contributions at the applicable superannuation guarantee percentage specified in superannuation legislation up to the maximum superannuation contribution base

20 days of annual leave, in addition to 10 paid holidays

Employee Assistance Program and other emotional wellbeing services

$10,000* fertility, hormonal health and family-forming benefit

A 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 a trademark of Fisher Investments Australasia Pty Ltd (ABN 86 159 670 667, AFSL 433312).