外資系運用会社での金法営業の求人
求人ID:124843
募集終了
転職求人情報
職種
Sales
ポジション
Sales
おすすめ年齢
20代
30代
40代
50代以上
年収イメージ
応相談 (年収イメージ:1100万円〜1800万円)
仕事内容
・ Introduce 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 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) 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 Japan Leader
・ Develop strong and long-term relationship with the target clients to build and strengthen 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) 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 Japan Leader
必要スキル
Education (degree / diploma)
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 (general and technical)
・ 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 (licenses, certifications, specialized training)
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 (general and technical)
・ 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 (licenses, certifications, specialized training)
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
- 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)