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Financial Investment Relationship Manager
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Country: USA
Location: Arizona-Phoenix Vancouver
Total applied: 40 Job Category:Accounting/Finance/Insurance
Relevant Work Experience:5+ to 7 Years
Location:Vancouver
Status:Full Time, Employee
Occupations:Financial Planning/Advising;Investment Management;Financial Products Sales/Brokerage
Career Level:Experienced (Non-Manager)
Relevant Work Experience:5+ to 7 Years
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Financial Investment Relationship Manager
Financial Investment Relationship Manager - Investment Counselor
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: 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 equivalent combination of education/experience
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
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If interested, please apply online at http://track.jobviper.com/ViewJob.asp?id=552490-3-203
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