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Investment Relationship Manager - Investment Counselor, San Francisco, CA
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Investment Relationship Manager - Investment Counselor
Company: Fisher Investments  
Location:   San Francisco, CA  
Compensation:   Competitive  
Years Experience:   5-7 yrs  
Position Type:   Employee  
Employment type:   Full time  
Updated:   22 Jul 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.

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Company:
Fisher Investments
Website:
www.fi.com
Recruiter Ref:
1113
All jobs from Fisher Investments
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