Fisher Investments

The Opportunity: As an Italian Client Service Associate, you will be a part of an energetic environment managing daily tasks at one of the world's preeminent private money managers. You are encouraged to ask questions, improve processes, and propose fresh solutions. We base your evaluation performance on meritocracy and invest in employee development to help progression and growth within the firm. The more value you can add, the quicker you will be on your way to earning more advanced opportunities. That is how our top executives got there, and we think you can do it too. In fact, we hope you will promote to your next role within 2 or more years (a typical outcome for successful employees). The Day-to-Day: Every day in this role is different! Expect a dynamic day where you will liaise Sale Representatives, Investment Counsellors, and many other parties. You will: Partner directly with top banks (who are our custodians) to assist with administrative and operational tasks Gain exposure to other European countries' businesses Help Investment Counsellors with relationship management by working with existing clients on operational inquiries Help produce analyses and portfolio recommendations based on the current financial situation of prospective clients Be a direct contact or expert in multiple subjects to develop your skills once you assume more responsibility Report to your client Service Team Leader who will aid in your on-the-job training and professional development Your Qualifications: A university degree or equivalent combination of education and experience (Finance/Economics/Business is a plus) Native/Fluent Italian and English skills You can connect with a wide array of audiences by phone and email with a focus on client service Work well in a collaborative, team-oriented setting Commitment to maintain quality of work while sticking to a timeline Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises 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 EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

The Opportunity: As an Institutional Sales Relationship Manager, you will be an important asset to Fisher Investments Europe's Institutional sales efforts within the UK, Ireland and other parts of Europe. Your efforts will include providing strategic coverage of investment consultants and institutional prospective clients up to a specific size within a specific territory. Investor types include Corporate and Public/LGPS DB Pension Schemes, DC Schemes, Endowments, Foundations, Banks, Asset Managers, OCIO's, Wealth Managers and Insurers. Reporting to our Head of Institutional Sales, you will partner with our Senior Sales Relationship Managers to build relationships with consultants and institutional asset owners, meet face-to-face, and present to consultants and institutional prospective clients. Your efforts will give Fisher the opportunity to win business with some of the world's most influential asset owners. The Day-to-Day: Communicate with external partners and institutional team members to efficiently coordinate with Senior Sales Relationship Managers 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 investment philosophy and strategies to prospects and their investment consultants Lead market expansion efforts within our UK, Irish and specific European territories, providing prospects with an introduction to Fisher Investments Europe and ensuring regulatory adherence Your Qualifications: At least 5 years of financial industry experience, and demonstrated track record of success, building relationships with 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 Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises 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 EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

The Opportunity: As a German or French speaking Institutional Client Service Relationship Manager at Fisher Investments Europe, you will have the essential responsibility to ensure we are servicing our clients. This includes frequent interactions (through European travel for in person meetings and also by phone) with institutional investors to provide capital markets updates, identify unique service opportunities, and work with other relationship managers, teams within the Institutional Group, and our Investment Policy Committee and research team to complete client requests. Reporting to the VP of Client Service, within the first year you will become very familiar with Fisher's investment philosophy and how it is implemented across numerous strategies. The Day-to-Day: Lead portfolio reviews for clients and related partners Educate clients on Fisher investment philosophy, portfolio strategies, and market outlook Become the expert on your assigned clients and their investment goals Work with the Institutional ESG team to facilitate client co-engagement opportunities and lead ESG projects Anticipate and fulfill client requests, identify opportunities and threats for each client Identify cross-sell and addition opportunities for Sales Relationship Managers Create customised action plans for each client to further build relationships and minimise risks Your Qualifications: At least 5 years' experience managing relationships of institutional clients within the wealth/asset management industry Strong capital markets knowledge Fluency in English is a must, also fluency in German or French required Committed to maintain quality of work while sticking to self-imposed timelines Engage with a wide array of audiences by phone, email and in person and also values collaboration Desire to enhance and maintain a deep knowledge of financial markets, ESG, Fisher's investment philosophy and institutional investment strategies Enjoy travelling Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services 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 EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

The Opportunity: The Private Client Advice group provides regulated financial advice to more than 15,000 existing UK clients. Reporting to a Private Client Advice Team Leader, you will typically work with pensions, ISAs, General Investment Accounts, investment bonds and trusts. There will be opportunities for personal development in the role and the opportunity to become certified within our global asset management firm. The Day-to-Day: Provide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics: Pensions and Retirement Planning, pension contributions, carry forward calculations & drawdown advice Inheritance tax and Estate Planning, including of trust planning Tax-efficient cash flow strategies using cash-flow analyses Optimise Investments - Reviewing suitability of investment wrappers and optimising tax efficiency Provide advice to clients over the phone and in writing, with some face-to-face client meetings required as you develop within the role Your Qualifications: University graduate or equivalent combination of education and a competent level of client facing experience Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning Level 6/Chartered status would be attractive but not essential Genuine desire to provide a high standard of advice and service to clients Manage complexity and coordinate across several departments under strict timelines You are engaging and can connect with a wide array of audiences by phone and email Exceptional organisational skills, effective diary management and adhering to deadlines Detailed knowledge of Inheritance Tax Planning, Defined Contribution pensions, as well as up to date on current legislation Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services 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 EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER