外資系運用会社でのSales Manager (年金)の求人
求人ID:156576
募集終了
転職求人情報
職種
Sales Manager
ポジション
Sales 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:800万円〜1400万円(経験・能力を考慮の上当社規定により決定)
仕事内容
Ensuring that sales activities are aligned with the objectives of the business plan and of the broader firm.
Identifying potential clients and market opportunities, and monitoring market developments that may impact the company.
Meeting with existing clients and prospective clients on a periodic basis for updates and due diligence purposes, promoting strategies for potential investment and identifying cross-selling opportunities.
Promptly recording and disseminating information on communications, meetings and calls with prospects and investors in the form of call memos.
Acting in accordance with guidelines issued by Compliance and Legal with respect to Marketing only in Japan and ensuring all activities are conducted in compliance with regulatory and legal obligations.
Ensuring that all marketing materials and other materials provided to prospects and investors are “clear, fair and not misleading” in compliance with local regulations and with guidelines set out by Compliance.
Delivering a high standard of service and performance to prospects and investors.
Co-operating with colleagues and promoting successful sales team performance.
Personally, reinforcing excellence across the company’s stated cultural values and standards both inside GBD/the firm and as a representative of the company in the market.
・年金顧客の窓口になるRM
・商品についての質問対応などきめ細かい顧客対応
・海外本社とのコミュニケーション
Identifying potential clients and market opportunities, and monitoring market developments that may impact the company.
Meeting with existing clients and prospective clients on a periodic basis for updates and due diligence purposes, promoting strategies for potential investment and identifying cross-selling opportunities.
Promptly recording and disseminating information on communications, meetings and calls with prospects and investors in the form of call memos.
Acting in accordance with guidelines issued by Compliance and Legal with respect to Marketing only in Japan and ensuring all activities are conducted in compliance with regulatory and legal obligations.
Ensuring that all marketing materials and other materials provided to prospects and investors are “clear, fair and not misleading” in compliance with local regulations and with guidelines set out by Compliance.
Delivering a high standard of service and performance to prospects and investors.
Co-operating with colleagues and promoting successful sales team performance.
Personally, reinforcing excellence across the company’s stated cultural values and standards both inside GBD/the firm and as a representative of the company in the market.
・年金顧客の窓口になるRM
・商品についての質問対応などきめ細かい顧客対応
・海外本社とのコミュニケーション
必要スキル
Sets high standards of performance for self and strives to meet challenging objectives. Acts with integrity and within both the spirit and the letter of the company’s principles, policies and procedures.
Considers own role within the commercial context and focusses on the client. Respects obligations to internal and external clients and investors and treat clients fairly.
Displays a positive and energetic attitude, gets involved and proactively seeks out opportunities to advance the business.
Consistently displays a ‘can-do’ attitude, perseveres in the face of setbacks an remains calm and professional under pressure.
Establishes and maintains good relationships and works effectively and cooperatively with others. Communicates constructively, engages others positively and readily shares information and ideas.
Seeks out insightful, smart ideas to raise personal and team standards. Demonstrates the ability to think creatively to find solutions. Responds quickly and positively to change and maintains effectiveness when experiencing change. Invests time in learning new skills and gaining new experiences.
・運用会社での年金/金法RM(顧客対応)経験2年以上
・小さな組織なので、自ら考えて動いてくれる方
・プロダクツ(海外クレジット投資)の知識あれば尚可
Considers own role within the commercial context and focusses on the client. Respects obligations to internal and external clients and investors and treat clients fairly.
Displays a positive and energetic attitude, gets involved and proactively seeks out opportunities to advance the business.
Consistently displays a ‘can-do’ attitude, perseveres in the face of setbacks an remains calm and professional under pressure.
Establishes and maintains good relationships and works effectively and cooperatively with others. Communicates constructively, engages others positively and readily shares information and ideas.
Seeks out insightful, smart ideas to raise personal and team standards. Demonstrates the ability to think creatively to find solutions. Responds quickly and positively to change and maintains effectiveness when experiencing change. Invests time in learning new skills and gaining new experiences.
・運用会社での年金/金法RM(顧客対応)経験2年以上
・小さな組織なので、自ら考えて動いてくれる方
・プロダクツ(海外クレジット投資)の知識あれば尚可
就業場所
就業形態
正社員
企業名
外銀系運用会社
企業概要
2001年に設立されたクレジット投資を中心とした外銀系グローバル運用会社。
企業PR
業務カテゴリ
組織カテゴリ
備考
関連キーワード
投信投資顧問マーケターの求人情報
外資系金融機関の求人情報
投信投資顧問の求人情報
転職体験記
- 信託銀行から国内証券会社系投資運用会社へ(40代/女性/私立短期大学卒)
- 国内外の金融機関での経験を活かして、投信投資顧問へ(50代/男性/海外大学院卒)
- 損害保険会社から日系オルタナティブ運用会社へ(50代/男性/国立大学卒)
- 同業他社への転職、大手銀行へ(30代/男性/私立大学卒)
- 専門スキルを高めたいと考え、日系大手運用会社へ(30代/男性/私立大学卒)
- 証券会社、銀行での経験を活かして、国内証券会社系投資運用会社へ(30代/男性/国立大学卒)
- 初めての転職活動、経験を活かして日系大手グループの資産運用会社へ(30代/男性/国立大学卒)
- 学生時代から興味のある分野へ転職、独立系投信投資顧問へ(20代/男性/私立大学卒)
- スキルアップして2年振りの転職活動再開、日系大手銀行へ(30代/男性/国立大学卒)
- 経験を活かしてキャリアアップ、大手金融機関系運用会社へ(30代/男性/私立大学卒)