eFinancialCareers

• Company

  Fisher Investments

• Location

  San Francisco, CA

• Compensation

  Competitive

• Position Type

  Employee

• Employment type

  Full time

• Updated

  23 Jun 2008

• eFC Ref no

  421130

Fisher Investments is an investment management with a track record of successfully managing portfolios for high-net-worth clients and preeminent institutions. We've grown significantly to over $45 billion in assets under management and are searching for talented individuals to join our team.

Relationship Manager with FAST-GROWING finance firm!

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!

Fisher Investments is an equal opportunity employer and maintains a drug-free workplace.