外資系運用会社での機関投資家営業(RMA)の求人
求人ID:150433
募集終了
転職求人情報
職種
Relationship Management Associate (RMA)
ポジション
Associate
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〜2000万円(経験・能力を考慮の上当社規定により決定)
仕事内容
●国内年金基金・機関投資家向け営業
Relationship Management Associate (RMA) partners with Relationship Managers (RM) in a specific business, including to support prospective sales / cross-sell opportunities for new business, ensure profitability of new and existing client relationships, act as an escalation point both to the client and internally for any service - delivery issues, breaches or opportunities.
A. Collaborates with Global Client Operations and related shared service team to ensure the quality of our account management functionality to clients.
Preparation for quarterly client review meetings, including kit delivery and briefing note production
Responds to client and sales meeting follow ups, within 24 hrs chase up with other departments or via client operation’s manager where required
Follow up on specific sales leads as directed by the RM
Attend internal account coordination meetings
B. Develop new business partnering RM, Portfolio Specialists, Solution Strategist, Product group and Marketing
Proactively communicate with clients and prospects on relevant issues related to their business
Key Account Management research key accounts and provide suggestions on further developing the relationship
Marketing Facilitate competitor analysis and ad-hoc initiatives, share knowledge of market trends and best practice.
Investment build through understanding of key strategies and build relationship with investment team. Portfolio Specialists are the gate for each strategy.
Product group need to be collaborative on product strategy, capacity, fee negotiation and new fund launches.
Industry proactively read reports, news bulletins and share relevant information.
Relationship Management Associate (RMA) partners with Relationship Managers (RM) in a specific business, including to support prospective sales / cross-sell opportunities for new business, ensure profitability of new and existing client relationships, act as an escalation point both to the client and internally for any service - delivery issues, breaches or opportunities.
A. Collaborates with Global Client Operations and related shared service team to ensure the quality of our account management functionality to clients.
Preparation for quarterly client review meetings, including kit delivery and briefing note production
Responds to client and sales meeting follow ups, within 24 hrs chase up with other departments or via client operation’s manager where required
Follow up on specific sales leads as directed by the RM
Attend internal account coordination meetings
B. Develop new business partnering RM, Portfolio Specialists, Solution Strategist, Product group and Marketing
Proactively communicate with clients and prospects on relevant issues related to their business
Key Account Management research key accounts and provide suggestions on further developing the relationship
Marketing Facilitate competitor analysis and ad-hoc initiatives, share knowledge of market trends and best practice.
Investment build through understanding of key strategies and build relationship with investment team. Portfolio Specialists are the gate for each strategy.
Product group need to be collaborative on product strategy, capacity, fee negotiation and new fund launches.
Industry proactively read reports, news bulletins and share relevant information.
必要スキル
minimum qualifications
Bachelor’s Degree
3 years or more experience in asset management business
3 years or more experience involved in Equity, FI investment, product or sales support function
Communication skill in English. 3 years or more experience for day to day client business in the working environment required English.
preferred
CFA, CMA
TOEIC score 850
Client service and sales experience with Japanese financial institutions
Bachelor’s Degree
3 years or more experience in asset management business
3 years or more experience involved in Equity, FI investment, product or sales support function
Communication skill in English. 3 years or more experience for day to day client business in the working environment required English.
preferred
CFA, CMA
TOEIC score 850
Client service and sales experience with Japanese financial institutions
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
投信投資顧問マーケターの求人情報
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
- 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)