外資系運用会社での機関投資家営業(若手)の求人
求人ID:98044
募集終了
転職求人情報
職種
機関投資家営業
ポジション
Relationship 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
【Overview of role】
Working as a relationship manager within Institutional Sales, the candidate will be involved in all aspects of
relationship management and client servicing for our company’ institutional client base. This includes both public
and corporate pension funds, as well as financial institutions such as banks and insurance companies.
【Responsibilities】
●Coordinate the on-boarding of new client mandates working with other teams (including Legal, Compliance, Operations, Investment Teams, etc.)
●Build positive and productive relationships with existing clients.
●Provide a high quality client servicing to existing relationships in an accurate and timely manner.
●Analyse and resolve relationship and servicing issues appropriately.
●Develop process improvements to enhance servicing efficiency and effectiveness.
●Ensure client information within CRM databases is up-to-date
●Keep abreast of industry developments (i.e. regulations, competition, etc.) that may have an effect on our client base
Working as a relationship manager within Institutional Sales, the candidate will be involved in all aspects of
relationship management and client servicing for our company’ institutional client base. This includes both public
and corporate pension funds, as well as financial institutions such as banks and insurance companies.
【Responsibilities】
●Coordinate the on-boarding of new client mandates working with other teams (including Legal, Compliance, Operations, Investment Teams, etc.)
●Build positive and productive relationships with existing clients.
●Provide a high quality client servicing to existing relationships in an accurate and timely manner.
●Analyse and resolve relationship and servicing issues appropriately.
●Develop process improvements to enhance servicing efficiency and effectiveness.
●Ensure client information within CRM databases is up-to-date
●Keep abreast of industry developments (i.e. regulations, competition, etc.) that may have an effect on our client base
必要スキル
【Experience / Skills】
●Educated to bachelor degree level or equivalent, CFA would be positive
●Minimum of 5 years investment industry experience, preferably in a client servicing / support role
●Knowledgeable about the Japan pension market
●Attention to detail and strong organizational skills
●Strong communications and interpersonal skills
●Strong analytical skills; ability to work under pressure and to meet demanding deadlines
●Able to contribute positively and collaboratively in a team environment
●Creative, innovative, and pro-active
●Fluency in English is required
●Educated to bachelor degree level or equivalent, CFA would be positive
●Minimum of 5 years investment industry experience, preferably in a client servicing / support role
●Knowledgeable about the Japan pension market
●Attention to detail and strong organizational skills
●Strong communications and interpersonal skills
●Strong analytical skills; ability to work under pressure and to meet demanding deadlines
●Able to contribute positively and collaboratively in a team environment
●Creative, innovative, and pro-active
●Fluency in English is required
就業場所
就業形態
正社員
企業名
外資系運用会社
企業概要
外資系運用会社
企業PR
業務カテゴリ
組織カテゴリ
備考
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
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