外資系運用会社でのクライアントサービス(若手)の求人
求人ID:104466
募集終了
転職求人情報
職種
クライアントサービス
ポジション
Relationship Manager
おすすめ年齢
20代
30代
40代
50代以上
年収イメージ
年収イメージ:800万円〜1200万円(経験・能力を考慮の上当社規定により決定)
仕事内容
Working as part of the Client Service team within Institutional Sales, the candidate will be involved in all aspects of relationship management and client servicing for our institutional client base.
This includes both public and corporate pension funds, as well as financial institutions such as banks and insurance companies.
Responsibilities:
● Coordinate the on-boarding of new client mandates working with other teams (including Legal, Compliance, Operations, Investment Teams, etc.)
● Build positive and productive relationships with existing clients.
● Provide client servicing to existing relationships in an accurate and timely manner.
● Analyse and resolve relationship and servicing issues appropriately.
● Coordinate and carry out periodic performance review meetings for clients
● Develop process improvements to enhance servicing efficiency and effectiveness.
● Ensure client information within CRM databases is up-to-date
● Keep abreast of industry developments (i.e. regulations, competition, etc.) that may have
an effect on our client base
Experience / Skills
This includes both public and corporate pension funds, as well as financial institutions such as banks and insurance companies.
Responsibilities:
● Coordinate the on-boarding of new client mandates working with other teams (including Legal, Compliance, Operations, Investment Teams, etc.)
● Build positive and productive relationships with existing clients.
● Provide client servicing to existing relationships in an accurate and timely manner.
● Analyse and resolve relationship and servicing issues appropriately.
● Coordinate and carry out periodic performance review meetings for clients
● Develop process improvements to enhance servicing efficiency and effectiveness.
● Ensure client information within CRM databases is up-to-date
● Keep abreast of industry developments (i.e. regulations, competition, etc.) that may have
an effect on our client base
Experience / Skills
必要スキル
●運用会社等での年金顧客向けクライアントサービス業務またはRM経験
●ビジネス英語力
● Educated to bachelor degree level or equivalent, CFA would be positive
● Minimum of 5 years investment industry experience, preferably in a client servicing / support role
● Knowledgeable about the Japan pension market
● Attention to detail and strong organizational skills
● Strong communications and interpersonal skills
● Strong analytical skills; ability to work under pressure and to meet demanding deadlines
● Able to contribute positively and collaboratively in a team environment
● Creative, innovative, and pro-active
● Fluency in English is required
●ビジネス英語力
● Educated to bachelor degree level or equivalent, CFA would be positive
● Minimum of 5 years investment industry experience, preferably in a client servicing / support role
● Knowledgeable about the Japan pension market
● Attention to detail and strong organizational skills
● Strong communications and interpersonal skills
● Strong analytical skills; ability to work under pressure and to meet demanding deadlines
● Able to contribute positively and collaboratively in a team environment
● Creative, innovative, and pro-active
● Fluency in English is required
就業場所
就業形態
正社員
企業名
外資系運用会社
企業概要
外資系運用会社
企業PR
業務カテゴリ
組織カテゴリ
備考
リレーションシップマネージャー[RM]の求人情報
外資系金融機関の求人情報
運用会社の求人情報
転職体験記
- 40代後半での初めての転職、ファンド運営会社へ(40代/男性/私立大学卒)
- 自身のキャリアアップに向け、大手銀行での希望ポジションへ(30代/男性/海外大学院卒)
- 海外事業を担当した経験を活かして大手リース会社での国際業務へ(50代/男性/私立大学卒)
- 日系メガバンク海外拠点から大手上場リース会社での国際業務へ(30代/女性/私立大学卒)
- 監査法人の海外駐在から大手リース会社での国際業務へ(50代/男性/私立大学卒)
- 国内証券会社、世界大手格付会社を経て、国内大手銀行での法人営業へキャリアアップ(30代/女性/有名私立大学卒)
- 公的金融機関での融資関連業務から金融機関での審査業務へ(30代/男性/私立大学卒)