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金融・IT・コンサル・製造業・エグゼクティブの転職コトラ

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外資系運用会社におけるRetail Sales/求人ID:127120

募集終了
株式会社コトラ
職種 Retail Sales
ポジション VP or AVP
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:1000万円〜1600万円(経験・能力を考慮の上当社規定により決定)
仕事内容 Department: Client Advisory

The primary responsibilities are to foster/strengthen existing client relationships and develop new business for retail investors through wrap and sub-advisory with domestic asset management companies.
The person translates client objectives and constraints into portfolio guidelines, monitors account activity for consistency with guidelines, educates clients about a broad set of products to promote cross sell.
* Develop strong relationship with major distributors and asset managers in retail channel, and present strategies for potential launch of funds.
* Also pursue opportunities in wrap business via retail consultants and related parties (brokers) to present strategies and update them accordingly, to be selected onto the wrap platform.
* Develop and provide adequate services to clients to promote ongoing flows, which will include periodic study sessions or seminars at key branches of distributors.
* Collaborate with marketing team to develop supplemental presentation materials suitable to Japanese retail market and compliant, both for pitch and ongoing promotion.
* Collaborate with product, operations, and reporting team to on-board the client once the opportunities move to launch stage.
* Maintain strong relationship with overseas counter-parties to gain good supports, and also keep up to the speed on market and investment both on equity and fixed income.
必要スキル * 10 years work experience in financial markets, including 5 years of experience at buy-side portfolio management, product management or relationship management at an asset management firm.
* Exceptional communication skills in Japanese and good writing /reading skill in English. Verbal English skill is welcome.
* Outstanding relationship building skills
* Strong understanding of Fixed Income and Equity fundamentals and macroeconomic
* Ability to work in a team environment is critical
* MBA, CFA are highly regarded
就業場所 東京都
就業形態 正社員
企業名 大手運用会社
企業概要 法人および個人のお客様に幅広い金融商品とサービスを提供しています。
企業PR
業務カテゴリ 投信ホールセラー 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
関連キーワード ヘッジファンド 運用会社

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