外資系投資顧問会社での機関投資家営業の求人
求人ID:111931
募集終了
転職求人情報
職種
機関投資家営業
ポジション
担当者
おすすめ年齢
20代
30代
40代
50代以上
年収イメージ
前職・経験を考慮のうえ決定(〜2000万円〜)
仕事内容
投資顧問会社における営業業務
Introduce the company’s products and solutions mainly to Japanese financial institutions with a goal of achieving revenue and AUM growth targets both at the team and individual levels by winning new clients and mandates
Develop strong and long-term relationship with the target clients to build and strengthen the company’s brand in Japan as a trusted advisor for the clients
Target clients include, but are not limited to, Japanese insurers, banks (both mega- and regional), public pensions, and financial intermediaries for HNW/retail individuals
Provide high-quality client service for existing clients, working together with Product Specialists and other relevant internal resources
Develop both short- and long-term strategies for cultivating and growing non-pension business, working together with the team members
Introduce the company’s products and solutions mainly to Japanese financial institutions with a goal of achieving revenue and AUM growth targets both at the team and individual levels by winning new clients and mandates
Develop strong and long-term relationship with the target clients to build and strengthen the company’s brand in Japan as a trusted advisor for the clients
Target clients include, but are not limited to, Japanese insurers, banks (both mega- and regional), public pensions, and financial intermediaries for HNW/retail individuals
Provide high-quality client service for existing clients, working together with Product Specialists and other relevant internal resources
Develop both short- and long-term strategies for cultivating and growing non-pension business, working together with the team members
必要スキル
Education
University qualification with a bachelor’s degree
Experience
Ideally 5 years or longer of experience as a sales covering Japanese financial institutions either in asset management or securities industry
Knowledge and skills
An understanding of financial markets as well as asset management products and solutions
An understanding of balance-sheet investment of Japanese financial institutions including insurers and banks
Strong existing relationship and/or relationship building skills with various Japanese financial institutions
A self-starter and a strong team player with project management and multi-tasking skills
Strong communication skills in both Japanese and business-level English
Other Requirements
CMA/CFA and JSDA Class 1 Representative would be a plus
University qualification with a bachelor’s degree
Experience
Ideally 5 years or longer of experience as a sales covering Japanese financial institutions either in asset management or securities industry
Knowledge and skills
An understanding of financial markets as well as asset management products and solutions
An understanding of balance-sheet investment of Japanese financial institutions including insurers and banks
Strong existing relationship and/or relationship building skills with various Japanese financial institutions
A self-starter and a strong team player with project management and multi-tasking skills
Strong communication skills in both Japanese and business-level English
Other Requirements
CMA/CFA and JSDA Class 1 Representative would be a plus
就業場所
就業形態
正社員
企業名
外資系投資顧問会社
企業概要
外資系コンサルティングファームの100%子会社。顧客に対する投資助言および投資一任業務を行う。
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)