外資系運用会社でのクライアントサービス(マネージャー)の求人
求人ID:1324526
募集終了
転職求人情報
職種
外資系運用会社でのクライアントサービス(マネージャー)
ポジション
マネージャー/クライアントサービス
おすすめ年齢
20代
30代
40代
50代以上
年収イメージ
〜1600万円
仕事内容
Provide high-quality client servicing and reporting for our existing clients, working with
Product/Portfolio Managers and Operations as well as other global resources, with a goal
of retaining AUM and revenue from those clients
Maintain strong and long-term relationship with our existing clients to strengthen own company’s
brand as a trusted advisor to identify up-selling and/or cross-selling opportunities from
those clients over time across various asset classes
Introduce own company’s multi-manager products and solutions to the clients with up-selling
and/or cross-selling opportunities to win additional mandates, with a goal of making
contribution to the team’s AUM and revenue growth targets
Existing clients can include Japanese corporate and public pensions as well as Japanese
life and non-life insurers
Product/Portfolio Managers and Operations as well as other global resources, with a goal
of retaining AUM and revenue from those clients
Maintain strong and long-term relationship with our existing clients to strengthen own company’s
brand as a trusted advisor to identify up-selling and/or cross-selling opportunities from
those clients over time across various asset classes
Introduce own company’s multi-manager products and solutions to the clients with up-selling
and/or cross-selling opportunities to win additional mandates, with a goal of making
contribution to the team’s AUM and revenue growth targets
Existing clients can include Japanese corporate and public pensions as well as Japanese
life and non-life insurers
必要スキル
Ideally 5 years or longer of experience as a client service or a sales
representative, covering Japanese pensions and/or insurers either in
asset management or securities industry
Advanced understanding of financial markets as well as asset
management products and solutions
Strong focus on client interests and relationship maintenance
skills with Japanese pension and insurance clients
Self-starter and team player with strong leadership as well as
project-management and multi-tasking skills
Strong communication skills in both Japanese and business-
level English
University qualification with a bachelor’s degree or higher
CMA/CFA would be a plus
representative, covering Japanese pensions and/or insurers either in
asset management or securities industry
Advanced understanding of financial markets as well as asset
management products and solutions
Strong focus on client interests and relationship maintenance
skills with Japanese pension and insurance clients
Self-starter and team player with strong leadership as well as
project-management and multi-tasking skills
Strong communication skills in both Japanese and business-
level English
University qualification with a bachelor’s degree or higher
CMA/CFA 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
関連キーワード
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