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

• 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

• 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.