投信ホールセラーの転職・求人情報一覧｜金融 業界の転職なら【コトラ】

-Work closely with more senior members in the team; help support their ITM investment product sales and marketing activities to build the pipeline of new opportunities, strengthen relationship with the existing clients.
-Support and work with more senior members for their efficient sales activities to Tier 1 clients (especially support when they are away and out of the office) and cover Regional Banks (mainly retail and partially wholesale) which are not currently covered.
-Plan, coordinate and conduct sales trainings/investment seminars of our existing funds for retail investors. Built relationships with branches to expand the existing fund sales (i.e. Japanese equity and global emerging infra fund, etc).
-Support idea generation for new business, fund concepts and product development; analyse competitors, their business and products, client needs, market trends and proactively communicate to share ideas.
-Produce sales/marketing materials (may involve some translation work), prepare marketing tools, generate ideas for marketing and novelty items, ensure all the materials are up-to-date and support finalizing presentation materials (incl. RFP).

投資信託の販売会社向け営業業務全般
●販売会社（本部・支店販売員）とのリレーションの構築
●販売会社本部への商品提案
●販売会社の販売員を対象とした研修の企画、提案および実施
●顧客を対象としたセミナー等を通じての販売支援
●販売会社へのファンドに関する情報提供、問い合せ対応
●その他情報提供・ツール作成のアイデア出し など

●販売会社向けクライアントサービス業務

投資信託の販売会社向け営業業務全般

●販売会社に対する商品およびプロモーションの提案
●販売会社の支店における勉強会・セミナーの実施
●販売会社および投資家向け資料の作成
●投資信託の商品企画およびマーケティングプランの作成

＜取扱いファンドタイプ＞
●債券・CB
●グローバル株式
●スマートβ型ETF
●日本株式
●米国株式
●マルチアセット（クオンツ運用）

外資系投信投資顧問会社にて投資信託販売金融機関（銀行・証券など）を担当していただきます。
●運用商品のマーケティング
●商品開発および顧客サービス業務、レポーティング

● Assisting Account Managers in marketing and developing the products.
● Providing Account Managers with reporting, data retrieval, and research/analysis support with the objective of leveraging Account Manager resources and enhancing client service. In addition, the
Associates’ responsibilities include creating new or revised management
reports utilizing internal and external database applications for clients,
consultants, and Account Managers. Additional responsibilities include
preparing client presentation materials, facilitating the set-up of new client
accounts, preparing performance attribution reports and RFP.
●Assisting Account Managers in all aspects of client serviceｓ