外資系運用会社での販社向けクライアントサービスチームヘッドの求人
求人ID:100087
募集終了
転職求人情報
職種
Head of Intermediary Client Service
ポジション
Head of Intermediary Client Service
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:1400万円〜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
Manage all aspects of the client accounts and development client service strategy, including supporting
excellent solution ideas and discussions.
Manage client services including clients’ day to day activity and inquiries and as well as initiating process
improvements across the organization in order to service the client better.
Lead the development of client service strategies and plans by co-working with the Intermediary Business
Head, Intermediary Sales Head and other stakeholders.
Contribute to the development of junior staff to improve overall product knowledge and client service
capabilities. Manage day to day responsibility of the team and all work-flow and resource planning.
Build strong working relationships with internal stakeholders (sales, product, operation and overseas
offices) and business partners.
excellent solution ideas and discussions.
Manage client services including clients’ day to day activity and inquiries and as well as initiating process
improvements across the organization in order to service the client better.
Lead the development of client service strategies and plans by co-working with the Intermediary Business
Head, Intermediary Sales Head and other stakeholders.
Contribute to the development of junior staff to improve overall product knowledge and client service
capabilities. Manage day to day responsibility of the team and all work-flow and resource planning.
Build strong working relationships with internal stakeholders (sales, product, operation and overseas
offices) and business partners.
必要スキル
Preferably degree educated
Minimum of 10 years experience in asset management industry
Excellent knowledge of product, operation and client service
Solid business communication skills; verbal and written fluency in English preferred. Demonstrated ability to communicate and work with all levels of the organization and client organizations.
Proven ability to manage projects and client accounts successfully to meet expectations.
Proactive focus is required with a high degree of responsiveness, quick turnaround, impeccable follow-up
and a focus on exceeding expectations. Individual possesses the ability to anticipate requirements or obstacles and have plans ready to address them.
Excellent organizational, analytical, problem solving skills and possesses the ability to think through issues
and follow to resolution.
Ability to work under pressure and to tight deadlines: must be able to handle, coordinate, and prioritize
multiple tasks, issues, and problems, ensuring resolution.
Relevant knowledge of the rules and regulations governing asset management and intermediary sales is required.
Ability to work at differing levels of details; both big picture concepts and complex, detailed issues.
Minimum of 10 years experience in asset management industry
Excellent knowledge of product, operation and client service
Solid business communication skills; verbal and written fluency in English preferred. Demonstrated ability to communicate and work with all levels of the organization and client organizations.
Proven ability to manage projects and client accounts successfully to meet expectations.
Proactive focus is required with a high degree of responsiveness, quick turnaround, impeccable follow-up
and a focus on exceeding expectations. Individual possesses the ability to anticipate requirements or obstacles and have plans ready to address them.
Excellent organizational, analytical, problem solving skills and possesses the ability to think through issues
and follow to resolution.
Ability to work under pressure and to tight deadlines: must be able to handle, coordinate, and prioritize
multiple tasks, issues, and problems, ensuring resolution.
Relevant knowledge of the rules and regulations governing asset management and intermediary sales is required.
Ability to work at differing levels of details; both big picture concepts and complex, detailed issues.
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
投信投資顧問の求人情報
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)