Relationship Manager with FAST-GROWING finance firm! Company Description : Fisher Investmentsis a global money management firm, managing $45+ billion in private client and institutional assets (As of December 31, 2007). We believe successful portfolio management requires developing cutting-edge technology and continuous innovation. Our firm is rapidly growing, and we are presently looking for talented and motivated individuals to join our dynamic Private Client Group! We offer an outstanding range of diverse career options, opportunities for advancement, employee training, and excellent benefits. We have offices in the San Francisco Bay Area and Portland OR, Metro Area.
Responsibilities/Opportunities:- Oversee a roster of high net worth private client relationships valuing $100+ million
- 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
- No prospect- or cold-calling; Fisher Investments furnishes all the clients
- Gain advanced capital markets education through our training and mentoring programs
- Participate in ongoing opportunities for merit-based career advancement
Qualifications:- Demonstration of extensive professional investment industry success
- Practical knowledge and applicable experience in stock markets
- 2+ years of successful client management experience
- Bachelor's degree or higher from a four-year college or university
Benefits:- Competitive base salary with a rewarding bonus structure
- Open and supportive team-based environment
- Work-life balance
- Generous paid time off
- Full medical, dental, vision benefits
- 401(k) plan with company match
Location: Our office location in Vancouver, WA takes advantage of the fact Washington and Oregon are consistently ranked in the top places to live in the U.S. by major news magazines. The Portland Metro Area offers plenty of activities for urban and outdoor enthusiasts alike, with numerous options for restaurants, nightlife, shopping, hiking, skiing, rafting and wine-tasting to name a few!
Thank you for your interest in our firm. We look forward to hearing from you!
Apply Now! Fisher Investments is an equal opportunity employer and maintains a drug-free workplace.