●Analyzes quantitative and qualitative information in the development of quality marketing materials, such as Requests for Proposals (RFPs), Requests for Information (RFIs) and consultant and industry questionnaires. Also responsible for interpreting and managing in-house data from multiple sources and soliciting information from portfolio managers, product specialists, analysts, etc. Maintain and update the consultant databases as well as periodical Request for Information (RFIs), and Due Diligence Questionnaires (DDQs) from investors.
●Translate RFPs and adapt wording to meet the needs of the Japanese market. Prepare responses to Requests for Proposals (RFPs) from institutional investors by collaborating with other team members, sales, investment teams, and other related groups. Work includes calculation and processing of data, translation, schedule management, edit and printing.
●Maintain and update other marketing materials such as pitch books and flyers. Communicate and provide information on a timely, ongoing basis to outside contacts in the positioning of our products. Maintain and update the consultant databases using independent judgment on priorities.
●Provide timely, complete responses to ad hoc requests for projects and information. Perform other job-related duties or special projects as required. Provide administrative support to team members as required.
Junior Relationship Manager will be responsible for managing our fast growing existing book of business with the largest Japanese financial institutions mainly in the commercial banking, investment banking and investment management space. You will be a key player within the Japan Key Accounts team and have the opportunity to work with major key clients within the financial services industry.
-Work with Senior Relationship Managers and help manage a client roster of about 20 to 30 clients in an effort to promote increased usage, growth in the existing user base as well as an upsell of our services -To formulate and execute on account strategy plans working closely with Senior Relationship Managers -Actively participate in discussions with clients and help Senior Relationship Managers manage the existing book of business and contract renewals including handling of pricing discussions, contract negotiations and managing invoices -Visiting potential and existing clients to present new functionality and training existing users individually or in a group setting -Coordinate and provide product demonstrations in line with the client;s requirements -Identify key client contacts at junior to mid-levels and establish relationships with these contacts to further strengthen our relationship with the client -Gathering competitive intelligence to uncover potential changes in clients business needs; turning client feedback into actionable strategies to drive new business and address competitive risks -Analyzing client usage trends to identify growth and risk areas -Facilitating product related questions from clients by seeking solutions across appropriate internal groups -Participating in brainstorming sessions aimed at incorporating personal and client feedback into product designs for future releases -Help users create and maintain detailed financial models by working closely with the users and our internal modeling team
The candidate will be a key member in Japan Planning &Analysis team in Treasury Dep., managing liquidity risk for the Group as well as its entities in Japan by implementing Global Treasury policies.
+ Managing liquidity risk by applying global liquidity framework in day-to-day liquidity risk monitoring and control + Driving ad-hoc projects on the implementation / improvement of Global / Japan liquidity risk framework + Providing necessary analysis and support for discussion with Business Units on Funds Transfer Pricing + Managing Business Administration Unit relating to regulatory liquidity - LCR/NSFR + Supporting the roll out of global Liquidity & transfer pricing changes + Reporting Liquidity Risk Metrics to senior management and corporate committees.
★Experienced DCM banker (VP/Director) focused on Japanese clients covering origination and execution across issuer type (primarily FIG)
●Pitch target clients and originate DCM deals (public issuance/Private Placement) ●Advise clients on issuance strategy and make structure recommendations based on clients’ objectives and market conditions ●Develop and strengthen DCM dialogues with clients and identify DCM prospects ●Prepare DCM presentations and RFPs ●Lead execution of DCM transactions including due diligence, documentation drafting, roadshow organization/coordination, process coordination with external and internal parties, closing of successful transactions ●Coach and mentor analysts/associates ●Work and coordinate with syndicate and sales
●This position is covering Japanese clients including private banks, asset managers, and securities firms on equity derivatives structured product marketing. ●The role will be heavily involved in structured product origination, development and execution. ●He/she will work in a dynamic and fast-moving environment covering financial intermediary clients.
＜Business Advisory＞ ●Provide the advice for the products and services and marketing activities. ●Verify that the processes are sufficient to ensure compliance with the relevant rules and requirements. ●Assist in managing the relationship with the regulators and Exchanges, handle requests from the regulators and exchanges ●Assist in responding to regulatory inquiries and investigations ●Monitor and alert the Management and staff to the latest regulatory changes and developments, including the rules of the Exchanges ●Advise sales staff on the selling restrictions ●Support internal efforts to safeguard client confidentiality and personal data protection
＜Back up of Controller＞ ●Transaction monitoring and Performance of controls for the mastering of the non-compliance risks
＜Policies and Procedures＞ Support our company Head of Compliance: ●in the development, dissemination and management of Compliance policies and procedures. ●to ensure that all core policies and procedures are reviewed at least on an annual basis and updated as necessary. Updates are made to reflect new business activities or regulatory developments, including new regulations, changes in regulations, developments in regulatory focus or enforcement actions taken, as well as to address / remediate compliance risks identified through the Compliance Risk Assessment, desk reviews and other testing conducted by the Permanent Control Unit and Internal Audit reviews.
＜Training＞ ●Conduct training to staff on topics as designated by our company Head of Compliance ●New hire training ●Annual training to meet regulatory requirements ●Targeted for specific groups of employees or covering specific topics is specified in the annual training plan ●Head Office directed training ●Tracking of staff completion of training and report/escalate to our company Head of Compliance
＜Other Responsibilities＞ ● Assist in managing compliance issues as may from time to time be instructed by our company Head of Compliance ● KYC validation: Validate new client on-boarding process and conduct periodic review the existing client
Responsibilities: ● Co-work with Product Management team to create strategic product explanation. ● Co-work with Product Management team to create effective product presentation book, RFPs and questionnaires from clients and consultants. ● Prepare market and statistical data to be used in sales materials. ● Prepare/Translate fund manager market commentary for client disclosure reports. ● Respond promptly and professionally to the requests and queries from clients and internal relevant parties.
Personal Profile: ● Stay business and result oriented, rather than workloads oriented, and fulfil job responsibilities in line with business objectives. ● Act as team worker; be willing to support each other and proactively undertake new tasks/challenges as required go beyond the areas which are perceived as your own. ● Conduct open, timely and effective communication, both cross functionally and by line escalation.