Responsibility : Mass retail distributor sales & support Covers small-mid distributors (security brokers and banks) as a primary account manager and provides support to senior sales staff for large distributors High net worth retail distributor sales & support Covers small-mid distributors (security brokers and banks) as a primary account manager and provides support to senior sales staffs for large distributors Wholesales marketing support Seminar planning, marketing material creation, PR activity support etc. Relationship management & client service Existing clients Provides support and backup to senior sales staffs Maybe responsible for other investor/client channels (such as financial institutions)
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.