This position is to manage projects related to foreign funds setting(mainly in Cayman)
-Tasks related to fund documents - Review documents, Adjusts arrange and negotiate legal terms, Negotiate with fund service providers and arrange and negotiate with other internal departments. -Operation Set-up in cooperation with US and UK On-Boarding Teams -Project Management for domestic private investment funds
Responsibility : Private pension fund sales DIM direct marketing Public pension fund sales Direct marketing and partnership marketing with Japanese AM Wholesale pension marketing Trust bank and security broker channels Relationship management & client service Existing clients, periodic performance review etc. Provides support and backup to the Head of Sales Japan Maybe responsible for other investor/client channels (such as financial institutions)
Relationship Management Associate (RMA) partners with Relationship Managers (RM) in a specific business, including to support prospective sales / cross-sell opportunities for new business, ensure profitability of new and existing client relationships, act as an escalation point both to the client and internally for any service - delivery issues, breaches or opportunities.
A. Collaborates with Global Client Operations and related shared service team to ensure the quality of our account management functionality to clients. Preparation for quarterly client review meetings, including kit delivery and briefing note production Responds to client and sales meeting follow ups, within 24 hrs chase up with other departments or via client operation’s manager where required Follow up on specific sales leads as directed by the RM Attend internal account coordination meetings
B. Develop new business partnering RM, Portfolio Specialists, Solution Strategist, Product group and Marketing Proactively communicate with clients and prospects on relevant issues related to their business Key Account Management research key accounts and provide suggestions on further developing the relationship Marketing Facilitate competitor analysis and ad-hoc initiatives, share knowledge of market trends and best practice. Investment build through understanding of key strategies and build relationship with investment team. Portfolio Specialists are the gate for each strategy. Product group need to be collaborative on product strategy, capacity, fee negotiation and new fund launches. Industry proactively read reports, news bulletins and share relevant information.
This position requires highly skilled multi-talented (around investment/product/client service) person who is motivated to grow business and organization by joining a small team and willing to participate in many different aspects of business as listed below.
・Product promotion support Introduction of our products to the Japan sales team and assist their promotions to Japanese investors/distributors, contact person for global investment teams, could make client visits for product presentation ・Marketing material creation Japanese product pitch and sales material creation & support, English sales material translation ・Product development Mandate (mainly Japan domiciled fund and separate account) launch project management, coordination with our global product and ops teams ・Reporting Quarterly review presentation and support, regular report creation & support ・Client service General inquiry handling, regular and ad-hoc information submission ・Team oversight/support Oversees and supports junior members (2 people) ・RFP FRP creation and support for public pension fund public tender, regular update and new creation of RFP for fund consultants, investors, distributors and business partners ・DIM account investment management client portfolio (invested into our fund) management and monitoring, fund analysis, coordination for investment committee ・Others Other product/CS/investment related works
●Role and Main Responsibilities 1. 金法・年金・サブアド・自社設定投信の日次、週次、月次、アドホックレポート作成、データ作成 および必要データの入手、現地との交渉、管理 Daily, Weekly, Monthly, Ad Hoc Report Creation, Data Management for Financial institutions ・ Pension ・ Sub advisory ・ In-house investment trust 2. バーゼル規制を含む金法向け規制対応レポート作成・リスクアセットレポート作成 Create regulatory compliance report for the Financial institutions including Basel capital accord ・ Create risk asset management report 3. クライアントリレーション業務（顧客からの照会対応） Client relation business (respond inquiries from customers) 4. 運用コメントの作成（翻訳だけではなく、執筆を含みます） Preparation of operational comments (Including writing as well as translation) 5. Blackrock Aladdin を使用した債券ファンドのパフォーマンス・リスク分析 Analysis of performance and risk factors of bond funds using Blackrock Aladdin 6. その他 1〜5 に付随する業務 Related to 1 to 5 Other businesses
PRINCIPAL RESPONSIBILITIES -Responsible for selling investment management services to Japanese institutional investors with a particular focus on financial institutions. -Develop understanding of client portfolios, needs, and decision-making processes; and strategize and execute sales plan. -Drive new business development. -Maintain and enhance relationships with existing clients. -Develop knowledge of the range of the firm’s products offering for the clients. -Identify prospective clients, prepare presentations and follow up on client contacts, and close the sale of investment services. -Identify cross-sell opportunities.
Primary role is to prepare reports on a structured product for one of the largest financial institutions in Japan in cooperation with colleagues in Institutional Sales team. Assist sales managers in all aspects of client services, including their responses to request/inquiries from both prospective and existing clients for a wide range of investment strategies from traditional assets to alternatives; Provide support for sales activities, including marketing material preparation, market information search, etc.; Provide other routine supports requested by sales managers