外資系運用会社におけるRetail Salesの求人
求人ID:127120
募集終了
転職求人情報
職種
Retail Sales
ポジション
VP or AVP
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:1000万円〜1600万円(経験・能力を考慮の上当社規定により決定)
仕事内容
Department: Client Advisory
The primary responsibilities are to foster/strengthen existing client relationships and develop new business for retail investors through wrap and sub-advisory with domestic asset management companies.
The person translates client objectives and constraints into portfolio guidelines, monitors account activity for consistency with guidelines, educates clients about a broad set of products to promote cross sell.
* Develop strong relationship with major distributors and asset managers in retail channel, and present strategies for potential launch of funds.
* Also pursue opportunities in wrap business via retail consultants and related parties (brokers) to present strategies and update them accordingly, to be selected onto the wrap platform.
* Develop and provide adequate services to clients to promote ongoing flows, which will include periodic study sessions or seminars at key branches of distributors.
* Collaborate with marketing team to develop supplemental presentation materials suitable to Japanese retail market and compliant, both for pitch and ongoing promotion.
* Collaborate with product, operations, and reporting team to on-board the client once the opportunities move to launch stage.
* Maintain strong relationship with overseas counter-parties to gain good supports, and also keep up to the speed on market and investment both on equity and fixed income.
The primary responsibilities are to foster/strengthen existing client relationships and develop new business for retail investors through wrap and sub-advisory with domestic asset management companies.
The person translates client objectives and constraints into portfolio guidelines, monitors account activity for consistency with guidelines, educates clients about a broad set of products to promote cross sell.
* Develop strong relationship with major distributors and asset managers in retail channel, and present strategies for potential launch of funds.
* Also pursue opportunities in wrap business via retail consultants and related parties (brokers) to present strategies and update them accordingly, to be selected onto the wrap platform.
* Develop and provide adequate services to clients to promote ongoing flows, which will include periodic study sessions or seminars at key branches of distributors.
* Collaborate with marketing team to develop supplemental presentation materials suitable to Japanese retail market and compliant, both for pitch and ongoing promotion.
* Collaborate with product, operations, and reporting team to on-board the client once the opportunities move to launch stage.
* Maintain strong relationship with overseas counter-parties to gain good supports, and also keep up to the speed on market and investment both on equity and fixed income.
必要スキル
* 10 years work experience in financial markets, including 5 years of experience at buy-side portfolio management, product management or relationship management at an asset management firm.
* Exceptional communication skills in Japanese and good writing /reading skill in English. Verbal English skill is welcome.
* Outstanding relationship building skills
* Strong understanding of Fixed Income and Equity fundamentals and macroeconomic
* Ability to work in a team environment is critical
* MBA, CFA are highly regarded
* Exceptional communication skills in Japanese and good writing /reading skill in English. Verbal English skill is welcome.
* Outstanding relationship building skills
* Strong understanding of Fixed Income and Equity fundamentals and macroeconomic
* Ability to work in a team environment is critical
* MBA, CFA are highly regarded
就業場所
就業形態
正社員
企業名
大手運用会社
企業概要
法人および個人のお客様に幅広い金融商品とサービスを提供しています。
企業PR
業務カテゴリ
組織カテゴリ
備考
投信ホールセラーの求人情報
外資系金融機関の求人情報
転職体験記
- 信託銀行から国内証券会社系投資運用会社へ(40代/女性/私立短期大学卒)
- 国内外の金融機関での経験を活かして、投信投資顧問へ(50代/男性/海外大学院卒)
- 損害保険会社から日系オルタナティブ運用会社へ(50代/男性/国立大学卒)
- 同業他社への転職、大手銀行へ(30代/男性/私立大学卒)
- 専門スキルを高めたいと考え、日系大手運用会社へ(30代/男性/私立大学卒)
- 証券会社、銀行での経験を活かして、国内証券会社系投資運用会社へ(30代/男性/国立大学卒)
- 初めての転職活動、経験を活かして日系大手グループの資産運用会社へ(30代/男性/国立大学卒)
- 学生時代から興味のある分野へ転職、独立系投信投資顧問へ(20代/男性/私立大学卒)
- スキルアップして2年振りの転職活動再開、日系大手銀行へ(30代/男性/国立大学卒)
- 経験を活かしてキャリアアップ、大手金融機関系運用会社へ(30代/男性/私立大学卒)