Global Relationship Manager
Are you looking to get out of the brokerage world but continue your finance career by joining a world-class Investment Manager? Tired of financial sales? Maybe it’s time to rethink your employer and start focusing on managing client relationships.
Fisher Investments is a privately-held investment management firm that manages portfolios for high-net-worth private clients and some of the world's preeminent institutions. CEO Ken Fisher was recognized in 2010 as one of 30 most influential industry figures in last 30 years.* We are one of the largest independent investment advisers with tens of billions of dollars under management for over 100 large institutions and 25,000 private clients. We understand the importance of our duty to clients and the impact we can make on people’s financial lives.
Benefits and Highlights:
Fisher Investments promotes a performance-based culture with potential for lateral and vertical growth. Our highly competitive compensation plan includes complete coverage of monthly medical, dental, and vision premiums (less deductibles), generous paid time off, as well as an exceptional 50% match on 401(k) contributions up to the maximum amount allowed by the IRS.
Job Summary:
We are searching for highly talented finance professionals to join our team in our Portland Metro office in Camas, WA to service existing global clients. The Relationship Manager acts as a liaison between assigned clients and the firm's senior investment policy decision-makers. The emphasis of the position is on managing client relationships. The ideal candidate will have an interest in developing their international finance market knowledge and understanding of Fisher Investments' investment strategy to help our global clients achieve their investment goals.
Responsibilities:
• Oversee a roster of global high-net-worth private client relationships
• Communicate the firm's current market strategy and portfolio structure with assigned clients
• Act as the liaison between clients and the firm's investment strategy decision-makers
• Gain advanced capital markets education through both initial and on-going training
• Participate in ongoing opportunities for merit-based career advancement
Qualifications:
• Bachelor's degree or equivalent combination of education/experience
• 2+ years of successful investment industry or financial services success
• Practical knowledge and applicable experience in stock markets
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
*Thirty for Thirty, Investment Advisor, 5/1/2010.
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