金融機関/金融プロフェッショナルの転職・求人

海外機関投資家営業

海外機関投資家営業 [ID:25055]

仕事内容
The Vice President, Senior Relationship Manager (RM) will be employed by our Japan office. Under the authority of our intermediary license, the RM is responsible for bringing new institutional business to our firm, primarily among institutional investors based in China. The RM’s territory will also include Hong Kong and Taiwan. This person will actively generate new leads, build relationships with decision makers and/or consultants, meet face to face, and present to prospective clients to close business.
・Sells our US-based investment management services to potential and/or existing Chinese, Hong Kong, Taiwanese institutional clients within the framework of the firm’s policies and local regulations
・Initiates direct contact with permitted prospects and clients by calling, emailing, setting and holding appointments in person
・Closes new business at levels specified by management
・Discusses prospective clients’ investment situations, objectives, goals and expectations
・Explains relevant our policies to clients and prospective clients
・Works closely with various internal departments on initiating and maintaining relationship with clients (including involvement overseeing and explaining client onboarding, servicing etc.)
・Maintains and updates internal databases clearly and accurately on communication activity with prospective clients and clients
・Gathers and relays information on the landscape of the assigned territory to management on an ongoing basis
・Operates and represents our and our Japan with the highest level of integrity and work ethic
必要経験
・Bilingual in Mandarin and English required
・Japanese, Taiwanese, Cantonese a plus
・10 + years experience of financial sales and marketing demonstrated track record of success selling investment management to institutions are ideal
・Solid investment knowledge and ability to apply mathematical and financial concepts
・Ability to sustain high activity levels
・Excellent, professional communication skills through face-to-face contact, phone, email etc.
・Professional presentation style
・Efficient and organized time management skills
・Highly competitive and goal-oriented sales professional
・Proactive approach to problem-solving
・Proficient in Microsoft Office software
・Extensive travel required
想定年収
2000万~3000万円+ボーナス
予定勤務地
東京
企業名
社名非公開:独立系の投資顧問業者
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