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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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