投信投資顧問マーケター外資系金融機関運用会社

外資系運用会社でのクライアントサービスの求人

求人ID:1215361

募集終了

転職求人情報

職種

クライアントサービス

ポジション

担当

年収イメージ

経験と能力により考慮します。（年収イメージ1000万円〜1400万円）

仕事内容

-Provide high-quality client servicing and reporting for our existing clients, working with Product/Portfolio Managers and Operations as well as other global resources, with a goal of retaining AUM and revenue from those clients
-Maintain strong and long-term relationship with our existing clients to strengthen Group’s brand as a trusted advisor to identify up-selling and/or cross-selling opportunities from those clients over time across various asset classes
-Introduce Group’s multi-manager products and solutions to the clients with up-selling and/or cross-selling opportunities to win additional mandates, with a goal of making contribution to the team’s AUM and revenue growth targets
Existing clients can include Japanese corporate and public pensions as well as Japanese life and non-life insurers

必要スキル

Education (degree / diploma)：University qualification with a bachelor’s degree or higher

Experience：Ideally 5 years or longer of experience as a client service or a sales representative, covering Japanese pensions and/or insurers either in asset management or securities industry

Knowledge and skills(general and technical)：
Advanced understanding of financial markets as well as asset management products and solutions
Strong focus on client interests and relationship maintenance skills with Japanese pension and insurance clients
Self-starter and team player with strong leadership as well as project-management and multi-tasking skills
Strong communication skills in both Japanese and business-level English

Other requirements (licenses, certifications, specialized training)：CMA/CFA would be a plus

就業場所

東京都

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

投信投資顧問マーケター

組織カテゴリ

外資系金融機関

備考

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外資系金融機関の求人情報

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