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外資系運用会社でのプロダクトスペシャリスト業務の求人

求人ID:118257

募集終了

転職求人情報

職種

Product Specialist

ポジション

Product Specialist

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:800万円〜1200万円(経験・能力を考慮の上当社規定により決定)

仕事内容

<Job Purpose>: Manage and maintain product related information. Acting as an “on-site liaison” for investment team in boutique, communicate with clients and/or prospects for product related information.

1. Product Management: Prepare and develop product related documents, including marketing materials and client reporting materials by working with boutique and other related parties. Maintain these documents appropriately and ensure product integrity. Monitor client portfolio and work closely with boutique to make sure client portfolio is managed properly.
2.Communication: Provide and explain investment philosophy, process, performance, investment activities and other product related information to prospects and clients. Handle product related questions/requests from prospects and clients.
3. Support to team members: Provide support to other members for product related work.

必要スキル

<Know-How/Skill Sets>
Describe the minimum education and experience, certifications, licenses, physical demands, working conditions and skill sets needed to perform the job. Provide prompt, courteous and excellent service at an acceptable cost to all customers and operate in accordance with State and Federal law, the company’s Statement of Business Practices, Affirmative Action, Diversity and other stands. Actively cooperate and interact with all entities of the Principal Financial Group.

Provide prompt, courteous and excellent service at an acceptable cost to areas of support and operate in accordance with Japan legislation. Work cohesively with similar support administration employees that support other areas of PGIJ. Actively cooperate and interact with all other entities of the Principal Financial Group.

Bachelor’s degree or equivalent
5 or more years of experience in product management or investment management. Has CFA/CMA qualification or equivalent knowledge.
Excellent communication skills (both in Japanese and English) and in-depth product knowledge
High level of skill in Excel and Powerpoint
Ability to prioritize effectively and to manage multiple concurrent tasks
Ability to work effectively without close supervision

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

関連キーワード

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