Institutional Sales Relationship Manager
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About the Role
Overview The Opportunity: As an Institutional Sales Relationship Manager within our Strategic Partnership group you will be an important asset to Fisher Investments's Institutional sales efforts across Europe, Middle East, and Africa (EMEA).
Key Skills for This Role
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The Opportunity
As an Institutional Sales Relationship Manager within our Strategic Partnership group you will be an important asset to Fisher Investments's Institutional sales efforts across Europe, Middle East, and Africa (EMEA).
Your efforts will include conducting research on our target markets, identifying and establishing contact with financial institutions, and developing relationships with prospective financial service partners.
Reporting to our Head of Institutional Sales, you will partner with our Senior Sales Professionals to build relationships with financial service firms in emerging markets, meet face-to-face, and present to prospective partners.
Your efforts will give Fisher the opportunity expand its global presence in emerging markets via partnerships with established financial institutions.
The Day-To-Day
- Communicate with external partners and institutional team members to efficiently coordinate with Senior Sales Professionals 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 partnership strategy, client service philosophy, and investment strategies to prospective financial service partners
- Lead market expansion efforts within our EMEA territories, providing prospects with an introduction to Fisher Investments Europe and our partnership capabilities
Your Qualifications
- At least 5 years of financial industry experience, and demonstrated track record of success, building relationships with financial service firms, 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
Why Fisher Investments Arabia
The global Fisher organisation distinguishes itself by always putting our clients first, providing them with unmatched service, and taking a personalised investing approach.
This unique model has helped the global Fisher organization grow to serve over 150,000 clients globally, who entrust us with over $236 billion (USD) in assets under management.
Our employees make our purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits.
We take great pride in our inclusive culture.
We value the different perspectives and unique skills you bring to the team – it makes us all better.
Success at Fisher is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you!
Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.
FISHER INVESTMENTS SAUDI ARABIA IS AN EQUAL OPPORTUNITY EMPLOYER
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