メニュー

外資系アセマネ会社でのプライベートエクイティ クライアントサービス業務の求人

求人ID:1307893

募集継続中

転職求人情報

職種

Client Services (Japanese Speaking)

ポジション

Associate

おすすめ年齢

40代
50代以上

年収イメージ

年収イメージ:1000万円〜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

Position Overview

Talented and motivated Client Service Specialist to join the firm’s Global Client Management Team. As a key member of a dynamic team, this role will be vital in fostering positive client relationships, resolving inquiries, and supporting business development efforts across our Institutional and Global Wealth businesses in the APAC region.

Client Support: Work in close partnership with Sales to provide best-in-class client service to institutional and global wealth clients in Japan throughout the whole servicing lifecycle, from prospect to client. Coordinate prompt and professional responses to inquiries, addressing concerns, and providing accurate information on investment products, performance, and processes. Ensure that all client needs are consistently met and strive to exceed client expectations

Operational Support: Work closely with internal teams, including Enterprise Solutions, CPS, Compliance, and Investment Professionals, to resolve client-related operational issues promptly. Collaborate to streamline processes and improve overall service efficiency.

Client Collateral: Coordinate with Sales, Marketing, Product and Client Management Group teams to draft and/or translate client communications including but not limited to ad-hoc inquiries, marketing materials, diligence materials (e.g. RFPs, DDQs) fund fact cards and fund commentary. Maintain and manage distribution of up-to-date marketing and commentary materials across Apollo’s product suite that is fit for use in Japan

Onboarding and Account Management: Assist in the onboarding process for new clients, ensuring a smooth transition and compliance with various requirements including obligation management and regulatory matters. Maintain client records, account documentation, and update relevant databases.

Logistics Management: work closely with Sales, Marketing & Events to facilitate meetings, webinars roadshows, and other client and prospects events in Japan

Other: marketing and business development related projects such as conducting events/seminars as requested

必要スキル

Qualifications & Experience

・Bachelor’s degree in Finance, Economics, Business Administration, or a related field
・5+ years of prior experience in a client services role at an alternative asset management firm or investment/private bank
・Client-centric mindset
・Previous project management experience strongly preferred
・Self-motivated and resourceful; able to multi-task and focus on delivering results
・Ability to operate as a team player energetic, enthusiastic, personable, proactive, with a positive attitude
・High quality written and verbal communication skills
・Excellent attention to detail
・Strong interpersonal skills to support communication with internal and external counterparties
・Excels in a rigorous and fast-paced team-oriented work environment
・Proficient in Microsoft Office applications (i.e. Word, Excel, PowerPoint) and CRM systems (e.g. Salesforce)
・Fluency in Japanese and English

就業場所

就業形態

正社員

企業名

プライベートエクイティファンド

企業概要

1990年に創業、米国ニューヨークを本拠とする世界最大規模のプライベート・エクイティ・ファンド。

企業PR

組織カテゴリ

備考

関連キーワード

応募ありがとうございました。コンサルタントからご連絡します
応募出来ませんでした。恐れ入りますがもう一度やり直してください
気になるに登録しました
気になるに登録出来ませんでした。恐れ入りますがもう一度やり直してください


転職求人を検索