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現在募集中のポジションにつきましては、転職支援サービスにご登録の上、担当コンサルタントまでお問い合わせください。
- 仕事内容
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The Relationship Management Analyst plays an important role in supporting the business development efforts of the Relationship Managers through sales support and research activities of prospects and clients. Through continual hands on training and support/direction from manager, the Relationship Management Analyst is expected to proactively study the Investor Services industry and our sales, relationship management, and operational processes, with the intention of assuming the role of a Relationship Manager in time. The Relationship Management Analyst plays an important role in the research and presentation of our practices, data and trends to assist in the completion of Request for Proposal documents.
Sales Support and Relationship Management
・Assist with sales/relationship management efforts
・Assist in the preparation of detailed proposals for Investor Services products
・Prepare responses to requests for information and proposals for review by Relationship Manager
・Attend client meetings and calls with Relationship Managers
Research and Analysis
・Identify, recommend and create new tools for defining prospects
・Under supervision, create pro-forma profitability and revenue projections for new business bids for existing and new clients
・Conduct and present detailed market and specific company research, including detailed profiling of prospects’ businesses to identify current service providers, estimates of current fees, and product details for review by Relationship Manager
・Remain knowledgeable of changing industry initiatives
・Various other ad hoc assignments, including financial modeling with direction from manager
Relationship Support
・Responsible for creating, editing and monitoring all client account documentation within the team
・Supports various ad hoc projects to document legal and operational requirements of clients
・Produces all client and prospect presentations
・Coordinates all client events
・Assists Relationship Managers with the execution of the deliverables on the client's relationship plan as required
Planning and Strategy
・Contribute to strategic planning and special projects by gathering information on market segments and clients as part of the sales and relationship plan - 必要経験
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・BS/BA required, or equivalent work experience
・2 to 3 years global custody or related industry experience
・2 to 3 years of sales/marketing experience desired
・Bilingual English/Japanese at a professional level
・Familiarity with Financial Institutions (banks primarily and mutual funds) a plus
・Core Investor Services product knowledge; cross product knowledge
・Communication skills with demonstrated presentation skills and excellent writing ability (writing sample required)
・Strict attention to detail with proven ability to see open issues through to resolution
・Ability to interact in a professional manner at all levels, both internally and externally to our company
・Ability to juggle several duties and troubleshoot while maintaining an upbeat personality
・Ability to quickly learn new about new products/materials - 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 : 有力外資金融機関
- 企業の特徴
- 「プライベート・バンキング」、「インベストメント・マネジメント」、「インベスター・サービス」の主要事業で、全世界の顧客にサービスを提供している金融機関
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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。
