【年金・機関投資家営業】証券投資信託の受託営業の求人詳細情報｜社名非公開：日系大手フィナンシャル・グループの信託銀行部門

想定年収: 1500万～1700万円（経験により応相談）
仕事内容: ・Ownership of Client Outcomes: Take full accountability for the client experience by proactively managing service delivery and operational activities, as well as clarifying Japanese market practices
and client expectations, ensuring accurate and timely communication with internal stakeholders across functions. Monitor and resolve client queries efficiently, ensuring timely and satisfactory outcomes. Lead client meetings to address service-related topics and develop actionable solutions.

・Primary Point of Contact: Partner closely with Relationship Managers, acting as the central coordinator and the escalation point for account openings and closings, IMA and guideline negotiations/amendments, client deliverables, operational due diligence, transition management, cash flow processing, error / breach remediations, and all aspects of operational and service-related client interactions.

・Service Delivery & Issue Resolution: Oversee daily operational and reporting requirements, uphold high service standards, and resolve complex issues across operations, compliance, investments, and reporting. Ensure comprehensive documentation of operational issues and exceptions within internal records, provide structured reporting to executive stakeholders, and manage client-facing incident communications by identifying the responsible internal function and preparing formal client correspondence as required.

・Client Onboarding & Implementation: Lead all aspects of client onboarding in collaboration with the Implementation team, products supported include separate managed accounts and fund vehicles. Ensure a seamless transition and a positive client experience from initial engagement to account activation.

・Participation in Global Initiatives and Projects :Actively participate in global initiatives and projects, representing the local client service perspective. Effectively communicate local requirements and market practices to global stakeholders, ensuring that global frameworks and processes are adapted appropriately for them.
Proactively propose solutions that address both global standards and local needs, contributing to the development and implementation of best-in-class client service models.
必要経験: ・Minimum 10 years of experience in client servicing within asset management.
・Knowledge of Japanese institutional and intermediary client segments, ability to provide insights and discuss how market practice, product features, and operational constrains can impact client needs and solutions.
・Track record of managing complex internal and external stakeholder relationships to achieve desired outcomes across a diverse client base, including sovereign wealth funds, central banks, insurers, distributors, platforms, and family offices.

この求人の詳細情報を見る

証券投資信託の受託営業　求人詳細情報

証券投資信託の受託営業 [ID:29610]新着求人

類似する求人情報はこちら

求人検索

絞り込み検索

業務内容

年収

こだわり条件

キャリアレベル

雇用形態

この他の金融法人営業・事業法人営業の求人

証券投資信託の受託営業 求人詳細情報

証券投資信託の受託営業 [ID:29610]新着求人

類似する求人情報はこちら

求人検索

絞り込み検索

業務内容

年収

こだわり条件

キャリアレベル

雇用形態

この他の金融法人営業・事業法人営業の求人

証券投資信託の受託営業　求人詳細情報