外資系信託銀行でのRMの求人
求人ID:1237660
募集終了
転職求人情報
職種
リレーションシップマネージャー
ポジション
AVP〜VP
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〜1800万円(経験・能力を考慮の上当社規定により決定)
仕事内容
<What you will be responsible for>
As Relationship Manager you will be responsible for;
●Revenue targets derived from product expansion and share of wallet expansion
●Manages monitors, analyzes, & communicates service levels and financial metrics for assigned client base. Provides root cause analysis and develops solutions with local service teams and makes recommendation to senior management, ultimately ensuring we are executing against account plan and maintain client satisfaction across all our services
●Establishing and maintaining extensive client contact including relationships with client senior management
●Acting as the escalation point to resolve business/service issues
●Managing all aspects of risks associated with serving the client relationship, i.e. operation risk situations, client risk concerns
●Client retention
●Understanding client strategy
●Reviewing customer surveys and arrange key improvement initiatives
●Coordinating cross business relationship communication
●Consulting with client and internally on new products and services, industry trends, etc.
●Continuous updating of product, service and skills knowledge through training
●Communicating major industry/company news
●Tracking operational costs
●Effectively administer all internal requirements
カストディ信託の営業として、提供できる主に下記のサービスの拡販により収益を拡大化する
・グローバルカストディ:海外資産の保管、決済
・オフショアファンドサービス:外国籍投信の設定、管理
・アウトソーシングビジネス(BPO):投信経理
営業先は
(1)日本の信託銀行
(2)運用会社
(3)アセットオーナー:大口機関投資家
As Relationship Manager you will be responsible for;
●Revenue targets derived from product expansion and share of wallet expansion
●Manages monitors, analyzes, & communicates service levels and financial metrics for assigned client base. Provides root cause analysis and develops solutions with local service teams and makes recommendation to senior management, ultimately ensuring we are executing against account plan and maintain client satisfaction across all our services
●Establishing and maintaining extensive client contact including relationships with client senior management
●Acting as the escalation point to resolve business/service issues
●Managing all aspects of risks associated with serving the client relationship, i.e. operation risk situations, client risk concerns
●Client retention
●Understanding client strategy
●Reviewing customer surveys and arrange key improvement initiatives
●Coordinating cross business relationship communication
●Consulting with client and internally on new products and services, industry trends, etc.
●Continuous updating of product, service and skills knowledge through training
●Communicating major industry/company news
●Tracking operational costs
●Effectively administer all internal requirements
カストディ信託の営業として、提供できる主に下記のサービスの拡販により収益を拡大化する
・グローバルカストディ:海外資産の保管、決済
・オフショアファンドサービス:外国籍投信の設定、管理
・アウトソーシングビジネス(BPO):投信経理
営業先は
(1)日本の信託銀行
(2)運用会社
(3)アセットオーナー:大口機関投資家
必要スキル
<必須要件>
●四年制大学卒以上
●シニア:カストディ、信託銀行での金法向け営業経験
若手:金融機関での金法営業経験
●ビジネス英会話力
<Education & Preferred Qualifications>
●Seasoned professional with Bachelor’s degree in business or related field, Japanese/English bilingual (written/verbal) and minimum of 8 years of experience in the financial services industry, prior experience with Japanese Trust Banks preferred
●Excellent communication skills for client negotiation and internal communication
●Good personality to be easily accepted by clients
●Strategic thinking ability to support team’s strategic marketing and relationship management plans
●Ability to observe things from wide distance in order to identify fundamental client’s needs and apply the best possible solution by which both the client and State Street can enjoy benefits
●Attitude and capability to keep updating herself or himself in changing market environment
●Strong experience in Relationship Management, Sales, Marketing or Customer Service role
<These skills will help you succeed in this role>
Demonstrated knowledge of critical relationships and ability to leverage relationships to enhance the company’s position
Demonstrated expertise in asset management, asset servicing and trading
Sales, client service and relationship management skills
Ability to negotiate and influence others
●四年制大学卒以上
●シニア:カストディ、信託銀行での金法向け営業経験
若手:金融機関での金法営業経験
●ビジネス英会話力
<Education & Preferred Qualifications>
●Seasoned professional with Bachelor’s degree in business or related field, Japanese/English bilingual (written/verbal) and minimum of 8 years of experience in the financial services industry, prior experience with Japanese Trust Banks preferred
●Excellent communication skills for client negotiation and internal communication
●Good personality to be easily accepted by clients
●Strategic thinking ability to support team’s strategic marketing and relationship management plans
●Ability to observe things from wide distance in order to identify fundamental client’s needs and apply the best possible solution by which both the client and State Street can enjoy benefits
●Attitude and capability to keep updating herself or himself in changing market environment
●Strong experience in Relationship Management, Sales, Marketing or Customer Service role
<These skills will help you succeed in this role>
Demonstrated knowledge of critical relationships and ability to leverage relationships to enhance the company’s position
Demonstrated expertise in asset management, asset servicing and trading
Sales, client service and relationship management skills
Ability to negotiate and influence others
就業場所
就業形態
正社員
企業名
外資系銀行
企業概要
世界最大級のカストディ銀行。グローバルネットワークを武器に世界の投資家への運用管理業務を提供。
企業PR
組織カテゴリ
備考
関連キーワード
金融法人営業の求人情報
外資系金融機関の求人情報
米系の求人情報
転職体験記
- これまでの経験をより専門的なものに、クレジットカード等の大手決済代行サービス企業へ(30代/男性/私立大学卒)
- ファンド運営会社への転職で雇用条件もアップ(30代/男性/私立大学卒)
- 金融機関での経験を活かして、上場不動産会社の金融子会社へ(40代/男性/私立大学卒)
- 厳選された求人案件の中から、ウェブ制作・広告事業会社へ(50代/男性/私立大学卒)
- 初めての転職、メガバンクでキャリアアップ(20代/女性/私立大学卒)
- 金融機関での経験を生かして大手金融機関での地域専門職へ(20代/男性/国立大学卒)
- 大手銀行PBから外資系証券会社での営業へ(50代/男性/私立大学卒)
- 準大手証券会社からファイナンシャルサービス会社の法人営業へ(50代/男性/私立大学卒)
- 大手証券会社のリテール営業から外資系銀行のプライベートバンカーへ(30代/男性/私立大学卒)
- 外資系銀行での富裕層向け資産運用コンサルタントから、大手銀行での資産運用コンサルタントへ(40代/男性/有名私立大学卒)