Our firm intends to hire a highly motivated, and performance-oriented sales professional to work as a key member of an institutional sales team. Institutional Sales will be responsible for obtaining new business mandates across a spectrum of investment strategies from institutional clients
＜PRINCIPAL RESPONSIBILITIES＞ ●Responsible for selling investment management services to Japanese institutional investors with a particular focus on financial institutions. ●Develop understanding of client portfolios, needs, and decision-making processes; and strategize and execute sales plan. ●Drive new business development. ●Maintain and enhance relationships with existing clients. ●Develop knowledge of the range of the firm’s products offering for the clients. ●Identify prospective clients, prepare presentations and follow up on client contacts, and close the sale of investment services. ●Identify cross-sell opportunities.
● Promote Japanese Equity (JE) portfolios to our distribution teams worldwide, including but not limited to develop new and firm relationships with them, enrich pipelines, deliver promotion materials, market data, requested reports, etc., to aggressively add to JE products’ AUM. Work to achieve AUM target with variety of stakeholders such as Product and Commercial Analytics, maximizing synergy, efficiency and effectiveness. ●Take part in the reporting function to existing clients, including market and investment commentaries, both on a regular and ad hoc basis, both to domestic and overseas clients. Provide regular and ad hoc material required for reporting. ●Maintain and improve existing relationships with distribution teams worldwide to promote distribution teams motivation for JE products sales ●Sales promotion / RFP supports’ provision; presenting materials, tools and information, visiting clients with sales teams to do the presentations as proxy of AMJ ●Other assignments in the division as needed, including trading back up.
●Team Overview: Portfolio and Fund Services team are responsible for the following: -Transition management: operational coordination/set-up required for new client on-boarding and/or structure change of portfolio for on-shore fund / off-shore vehicle. -Statutory fund reporting for Toshin funds. -Subscription, redemption handling and NAV calculation for Toshin funds. -Local portfolio accounting of segregated accounts (投資一任契約口座). -Regulatory reporting on the funds/accounts above mentioned. -External service provider management on the outsourced services including Toshin fund administrations, statutory fund documentation and local portfolio accounting for segregated accounts.
●Overview of role -Supervise the Portfolio & Fund Services team and its operations. -Supervise transition manager of portfolio services. -Lead to manage monitoring on outsource service provider. -Cover other lead functions inside the department (the head of fund services / transition manager) in case of their absence or emergency.