外資系運用会社での投信営業・ホールセラー業務の求人
求人ID:1218214
募集終了
転職求人情報
職種
Wholesale Sales
ポジション
Associate Director
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:1200万円〜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
This role is primarily to develop new clients and new channels and maintain existing clients and
distributors.
KEY RESPONSIBILITIES
- Build the pipeline of new opportunities, strengthen relationship with the existing clients.
- Build strong relationships with branches to expand the existing fund sales (i.e. Japanese equity and global emerging infra fund, etc).
- Generate idea for new business, fund concepts and product development; analyse competitors, their business and products, client needs, market trends and proactively communicate to share ideas.
- Work collaboratively and closely with the local and regional/global Distribution, Marketing, Product and Investment functions to ensure delivery of overall sales execution plan and to meet client requirements.
- Providing an exceptional client experience through a focus on client needs at all times.
- Ensure clarity of purpose, with clear sales targets, client meeting expectation and other relevant goals in place for all individuals.
distributors.
KEY RESPONSIBILITIES
- Build the pipeline of new opportunities, strengthen relationship with the existing clients.
- Build strong relationships with branches to expand the existing fund sales (i.e. Japanese equity and global emerging infra fund, etc).
- Generate idea for new business, fund concepts and product development; analyse competitors, their business and products, client needs, market trends and proactively communicate to share ideas.
- Work collaboratively and closely with the local and regional/global Distribution, Marketing, Product and Investment functions to ensure delivery of overall sales execution plan and to meet client requirements.
- Providing an exceptional client experience through a focus on client needs at all times.
- Ensure clarity of purpose, with clear sales targets, client meeting expectation and other relevant goals in place for all individuals.
必要スキル
Education
- University degreeor other relevant professional qualifications
Experience
- 5+years of experience in wholesale sales in other asset management firms.
- Good understanding of investment markets and relevant products Other Skills
- A Self-starter, highly energetic, self-motivated, multi-tasked, tenacious in pursuing the quality deliverables, collaborative, willing to strive and succeed in the fast pacing environment.
- Ability to generate, follow up and close sales.
- Strategic thinker, ability to generate creative solutions to challenges for clients.
- Excellent communication skills: written and spoken, both face to face and over the telephone, ability to give professional presentations.
- Strong interpersonal skills-influencing - ability to build and nurture personal relationships with a diverse range of people/personalities at a variety of different levels.
- Business level of English and native level of Japanese language skills required; good command of both languages required for the use in the formal business contexts.
- University degreeor other relevant professional qualifications
Experience
- 5+years of experience in wholesale sales in other asset management firms.
- Good understanding of investment markets and relevant products Other Skills
- A Self-starter, highly energetic, self-motivated, multi-tasked, tenacious in pursuing the quality deliverables, collaborative, willing to strive and succeed in the fast pacing environment.
- Ability to generate, follow up and close sales.
- Strategic thinker, ability to generate creative solutions to challenges for clients.
- Excellent communication skills: written and spoken, both face to face and over the telephone, ability to give professional presentations.
- Strong interpersonal skills-influencing - ability to build and nurture personal relationships with a diverse range of people/personalities at a variety of different levels.
- Business level of English and native level of Japanese language skills required; good command of both languages required for the use in the formal business contexts.
就業場所
就業形態
正社員
企業名
外資系資産運用会社
企業概要
世界30ヶ所に拠点を置くグローバルな独立系資産運用会社。運用資産は総額20兆円程度。
企業PR
運用資産額約4,865億英ポンド*で、英国、欧州ともに最大級のアクティブ運用会社となりました。グローバルに広がるブランド力、規模、専門性を生かし、お客様の投資目標の達成を支えます。
*2020年12月31日現在
*2020年12月31日現在
業務カテゴリ
組織カテゴリ
備考
投信ホールセラーの求人情報
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
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- 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)