FIA Relationship Manager - Service
Sydney, Australia
At Fisher, it’s the people who drive our success and make our purpose possible. We have excellent opportunities for financial service professionals who want to grow a rewarding, long-term career at a firm where they can utilize their skills and reach their potential while helping our clients reach their goals.
- Full Time
- Level: Professional
- Travel: Minimal
- Salary: Competitive
No Prospecting, No Cold-Calls, Book of Business Is Provided
Success Profile
At Fisher, our Financial Service Professionals demonstrate the following traits, and all are equally important to their success.
- Communicator
- Competitive
- Detail-Oriented
- Multi-Tasker
- Persuasive
- Sincere
Culture
Our financial professionals focus on providing unparalleled service in an industry known for cookie-cutter solutions and impersonal relationships. We understand clients deserve better. Our team of financial professionals communicates Fisher’s value proposition to high-net-worth investors and helps them reach their goals.
Are you interested in sharing your industry knowledge and serving as a liaison between a prospective client and the firm? Do you want to help us give people a better financial option? If you’re interested in making a difference and working for a mission-driven business, Fisher Investments might be the best place to take your career to the next level.
Potential Career Path
The Investment Counselor role is one of many exciting professional-level opportunities. We believe in career mobility – where you start is just the beginning of a rewarding Fisher career. Whether you serve as an Investment Counselor for the long term or decide to explore other groups and roles at the firm, you own your career journey.
You can start as an Investment Counselor, but after that, you can continue in any of the following departments:
- IC Management
- Research Analyst
- Legal & Compliance
- Recruiting/Human Capital
- Data & Analytics
- Marketing
- Corporate Finance
- Communications
- Information Security & Technology
- Operations
- IC Program Management
- Sales VP
- Specialized IC
Helping clients is what we do best.
Join Private Client Services.
Our Global Benefits
We provide coverage that helps you stay healthy and live your best life throughout your Fisher career. This includes well-balanced and proactive health care options and additional benefits that support your health and financial wellness.
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Health Care
Quality health care packages offered globally, covering you and your qualified dependents.
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Family Support
We support parents and families with maternity leave, paid time off, flexibility and resources.
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Awards & Recognition
We celebrate achievements and drive a strong culture of recognition across the organization.
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Time Off
Our annual leave packages and country-specific paid holidays help you balance work and free time.
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Retirement Plans
We contribute to your 401(k) retirement or pension plan, and provide access to financial planning tools.
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Career Growth & Development
Learning and development programs and resources support you as you build your Fisher career.
Responsibilities
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.
The next stage of our growth will be driven by the expansion of our Private Client Group into Australia. You will be at the frontier of this expansion. You will join our Global workforce and an inclusive culture where diverse perspectives are valued. You will be trained, developed, offered exceptional benefits and given an opportunity to build a lifelong career. If this sounds appealing, apply now to join us in our mission to Better the Investment Universe.
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 AN EQUAL OPPORTUNITY EMPLOYER
Fisher Investments Australia® is a trademark of Fisher Investments Australasia Pty Ltd (ABN 86 159 670 667, AFSL 433312).
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How to Find the Confidence and Skills to Make Your Mark on the Industry (Interview)
“After achieving an undergraduate degree in finance, I acquired my licensing early on. I started my career as an assistant to the top investment advisors at Northwestern Mutual."
"Fisher provides employees the tools necessary to excel at whatever role they are in. Furthermore, we have consistent access to career counseling and mentoring, and an open door to senior management, making it possible to explore all kinds of career paths within the company."
Kelsey S.
Investment Counselor
Fisher Investments
"At Fisher, I enjoy being part of a growing firm that provides a service that strives to put our clients’ interests first."
Patrick L.
Investment Counselor
Fisher Investments
"I was amazed by the firm’s extensive Investment Counselor training program and the collaborative environment where everyone shares their best ideas. Managers have regular check-ins with their team members and want to talk about your career trajectory."
Kelly R.
Investment Counselor
Fisher Investments
"I really enjoy helping clients solve complex financial problems and feel comfortable about their retirement. It’s very rewarding to help clients navigate markets and achieve their financial goals."
John T.
Investment Counselor
Fisher Investments
"I started at Fisher as an Italian Investment Counselor in London and really enjoyed having a positive impact on our clients and helping them with their financial goals. Today, as an IC Training Program Manager based in our Dublin office, I enjoy having an impact on the group when it comes to knowledge, quality and our growth."
Giorgio A.
Investment Counselor Training Program Manager
Fisher Investments Ireland
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