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外資アセマネ会社での機関投資家営業(シニア経験者)の求人

求人ID:1274500

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職種

機関投資家営業(シニア経験者)

ポジション

General Manager

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:1600万円〜2000万円以上(経験・能力を考慮の上当社規定により決定)

仕事内容

●KEY RESPONSIBILITIES
・Sales activity
Making the financial result by implementing the Institutional strategy by a focused Sales Action towards Japanese Institutional clients under the direction of the head of Institutional Sales, which should be mainly
financial institution business. Successful track record in obtaining mandates with financial institutions.
As our financial institutions business model include both direct coverage and through third party such as trust banks,
sales activities will be for both large financial institutions as well as trust banks as distributors.
Exploring and developing new business opportunities by having a frequent communication and making deep
relationship with clients, then ensuring correct demands and needs.
Visiting clients both existing and prospect continuously, solicit new or existing products and write call memos for the
record.
Closing business by concluding clients various scheme such as Japanese domicile funds, global funds, global investment management mandates.

●Classification : Confidential
Understanding of our focus products and solutions, Private Debt, Quantitative Solutions, ESG related Equity & Fixed Income. Close communication with global portfolio management and investment specialists’ team in English to understand global products thoroughly.
Ensuring high quality client service and monitor client satisfaction at all times
Sharing opportunity/information smoothly with other relevant departments (Marketing, Legal and Compliance, Client
Services, Portfolio Management, Product Development and Administration), also co-working/coordinating to solve any
matter for it with them.
For sales activity, complying compliance/legal/rules including internal regulations in Business Conduct Responsible for
general client communication or queries for accounts responsible under IN sales team.
As the position bearing the primary responsibility for ensuring adequate client/intermediary due diligence and
exercising constant vigilance over the business relationship;
To ensure that the KYC process is carried out in a complete and timely manner so that all KYC files that the
Company is responsible for are always maintained up-to-date
To contribute to the information and documentation collection and updating as well as to the provision of
qualitative analysis, including materiality of adverse information, which is necessary for the Company to
eventually decide on the client onboarding or recertification
To fulfill other responsibilities as set forth in the applicable KYC/ KYI policy

必要スキル

●ESSENTIAL QUALIFICATIONS & EXPERIENCE
15 yr.+ experience in asset management industry especially as financial institutions coverage sales
Asset management products sales experience such as fixed income, equity, private assets
CMA/CFA holder is preferable

●ESSENTIAL SKILLS/COMPETENCIES (TECHNICAL / BEHAVIOURAL / LEADERSHIP)
Passion to deliver global state of art investment to Japanese Investors
Proactiveness to absorb investment product knowledge
Good knowledge of financial markets, macro economics, investment strategy such as fixed income, preferably also
private debt, ESG.
Good understanding of asset management related regulation, Japanese and global fund structure
Good communication skills both in Japanese and English
Good presentation skills including preparing materials and data analysis including creation of presentation
Integrity & Honesty, High ethical standard, Team player, Self-starter, Proactive open thinking

就業場所

就業形態

正社員

企業名

外資系投信投資顧問会社

企業概要

外資系投信投資顧問会社

企業PR

組織カテゴリ

備考

関連キーワード



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