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- 仕事内容
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There are four main functions of our department; 1. Client Services, 2. Sales Support, 3. Client Support and 4. Core Support.
Client services is responsible for providing services to existing DB/CS/OAM(Outsourced Asset Management) clients.
Sales Support is responsible for creating fund value proposition and sales stories of products.
Client Support is responsible for supporting clients’ sales BAU activities.
Core Support is responsible for all deliverables of reporting, data and materials updates.
・Enhance the end-to-end Client Experience through managing the services and supports for existing clients.
・Support our Profitable Growth for Japan business.
・Contribute on Innovation by joining global/local initiatives with KAIZEN mind
・Foster Efficiency improvement with solid quality control of service provisions to meet Fidelity standards
・Collaborate well with People (team members) to build a high performance team
Key Responsibilities
・Manage change activities for clients, such as; On-boarding project, Legal document updates, Termination, In-specie transition
・Validate and sign off client invoice
・Conduct Cash management for institutional clients and fund orders for discretionary investment contract accounts
・Monitor portfolio performance and accounting in detail
・Coordinate performance review meeting for OAM clients, client due diligence and inquiry handling, collaborating with various teams (Investment, Compliance, GBO and etc)
・Work as a partner of DB/CS/OAM sales to support gaining new/additional cash flow in various stages
・Lead projects to make efficiency on client service process ; InfoHub, Billing, Point to PORT
・Arrange the delivery and scheduling of client reporting for DC, DB, CS and OAM Clients
・Prepare both of regular and ad-hoc client reporting and commentary editing
・Analyze new reporting requirement and arrange the new format and feasibility study
・Conduct quality checking before client delivery
・Function as the central point of contact to Dalian reporting team
・Effectively update routine task (comments, product brochures, seminar deck) with Dalian team
・Support Engagement team to coordinate ESG reporting
・Function as center of contact with Global GIPS team and provide composite data to Sales team when required - 必要経験
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・Preferably degree educated
・Minimum of 5 years experience in asset management industry
・Knowledge of product development, operation and institutional client service
・Solid business communication skills; Business English preferred
・Strong desire to deliver high quality client services
・Accuracy and attention to detail in all aspects of service delivery, documentation and reporting
・Ability to manage projects and client accounts successfully to meet expectations
・Team player with an ability to communicate effectively at all levels, with good rapport building skills
・Understanding of the asset management industry and relevant knowledge on the roles and regulations governing asset management and intermediary sales is required
・An inquisitive mind, a love of solving problems and building solutions
・Ability to be flexible, follow tight deadlines, organize and prioritize work
・Ability to discuss technical aspects of a product or service - 予定年収
- 別途ご案内致します
- 予定勤務地
- 東京
- 企業名
- 社名非公開 : 外資独立系大手運用会社
- 企業の特徴
- 資産運用業におけるグローバル・リーダーとして、主要国の個人投資家や機関投資家に向け、資産運用サービスを提供している。 東京での事務所開設も早くから行い、現在は世界24カ国でビジネスを展開、従業員は6000名を超え、運用資産は3,548億米ドルにのぼる。 約400名のポートフォリオ・マネージャーと調査アナリストを要し、綿密な調査を通じて、最良の投資機会を発掘し、顧客の資産運用ニーズに応えている。株主の短期的な利益追求に応えるのではなく、顧客の長期的な利益を優先した経営が行えるように、同社は独立系の運用会社で、非公開企業である。
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- 上記企業との契約内容により、企業名を非公開とさせていただいております。
