Finance Relationship Manager Fisher Investments

The Role of a Finance Relationship Manager at Fisher Investments

Fisher Investments, a large, independent money management firm, employs Finance Relationship Managers (FRMs) as a crucial link between the firm and its high-net-worth clients. These professionals play a key role in nurturing client relationships, understanding their financial goals, and ensuring client satisfaction.

The primary responsibility of an FRM is to build and maintain strong relationships with a portfolio of clients. This involves regular communication through phone calls, emails, and in-person meetings, depending on the client’s preferences and needs. FRMs are expected to proactively reach out to clients, providing updates on their portfolios, market insights, and Fisher Investments’ overall investment strategy.

Beyond communication, FRMs act as a point of contact for all client inquiries. They are expected to be knowledgeable about the client’s investment strategy, performance, and any administrative matters related to their accounts. This requires a thorough understanding of Fisher Investments’ investment philosophy and the ability to explain complex financial concepts in a clear and accessible manner.

FRMs also play a vital role in understanding the evolving needs and goals of their clients. As clients’ life circumstances change – retirement, career shifts, family events – their financial objectives may also evolve. The FRM is responsible for actively listening to clients, identifying these changes, and working with the investment management team to adjust the portfolio strategy accordingly.

While not directly involved in portfolio management decisions, FRMs contribute valuable client insights to the investment team. By understanding the individual goals and risk tolerance of each client, they can provide feedback that helps inform investment decisions and ensures portfolios remain aligned with client expectations.

Furthermore, FRMs are expected to stay up-to-date on market trends and economic developments. This knowledge enables them to proactively address client concerns and provide informed commentary on market conditions and their potential impact on portfolios. Fisher Investments typically provides ongoing training and resources to support FRMs in this area.

In summary, the Finance Relationship Manager role at Fisher Investments is a client-centric position that requires strong communication, analytical, and interpersonal skills. These professionals are the face of the firm to many clients, responsible for building trust, providing exceptional service, and ensuring client financial goals are understood and addressed within the framework of Fisher Investments’ investment approach.