社名非公開 | 投資運用業、投資助言・代理業、第一種金融商品取引業、第二種金融商品商品取引業 | 金融機関

非公開

クライアント・サービスは内部、外部の関係者と連携し、顧客サービスの中心を担う。具体的な業務は下記、及びその他関連業務となる。 ・ガイドラインマネジメント、新規顧客口座開設を含むアカウントマネジメント業務 ・迅速かつ正確なクライアント・レポーティングの作成 ・クライアント・サービスおよびプレゼンテーション資料や文書などの資料の作成 ・他部署と協働してクライアントの問題点を無事に解決する ・クライアントのファイル並びにデータベースのメインテナンス業務

900万円〜1250万円

非公開

・債券プロダクト・スペシャリストとして、ビジネスプランをリードし、新た商品や投資戦略の開発を行う。 ・リテール・ディストリビューターと機関投資家顧客両方における債券ビジネスをカバーし、ビジネスの発展に貢献する。 ・同社の債券プロダクトやポートフォリオが他社とは違う事を、機関投資家ビジネス、リテールビジネス双方において商品のラインアップを開発することを役割として期待される。 ・商品のプレゼンテーションの改善や、RFI,RFPの編集、顧客のプロダクト/ポートフォリオの戦略見直しなどにより、コミュニケーションストラテジーの責任を負う。

1000万円〜2000万円

非公開

Responsibilities: ⚫ To drive business development and relationship management primarily for financial institutions ⚫ Must be a self-starter and a good communicator who can co-work with relevant people and teams, such as investment, operations, legal and compliance teams both domestic and international. ⚫ The successful candidate will have a deep understanding of clients and prospective clients and their needs. He/she should be able to recommend appropriate investment products and/or solutions.

1500万円〜3000万円

非公開

Primary Objectives: ⚫ Support short to long-term product strategic plans ⚫ Manage and develop local Product Strategy & Development team ⚫ Monitor industry and regulatory trends, anticipate business impacts/identify opportunities ⚫ Support development of new products for Japanese clients, across asset classes, wrappers, and channels ⚫ Execute product development initiatives on local ITM platform for retail and Institutional channels, support execution activities for Japan client sponsored launches in other domiciles ⚫ Review profitability, adequacy and strategic fit of existing and future products ⚫ Keep local teams appraised of progress on PS&D initiatives ⚫ Support/maintain reports and analysis showing industry trends and products positioning Principal Responsibilities: ⚫ Own, maintain, syndicate mid to long term product strategy for Japan ⚫ Lead execution of product launches, liquidations and changes/restructuring ⚫ Communicate with key stakeholders re various initiatives’ progress ⚫ Capture various product ideas and maintaining PS&D pipeline database ⚫ Support and manage local PS&D team ⚫ Build and maintain data/reports to support decisions for PS&D Main Stakeholders: ⚫ Senior Management of Japan (daily/weekly) ⚫ Client teams (daily) ⚫ Investment team: product specialists, portfolio managers, Heads (daily/weekly) ⚫ Legal for product launch and reengineering (daily) ⚫ Control Functions: Risk Management, Compliance and Audit (weekly) ⚫ Finance Teams (weekly) ⚫ Operations and Fund Administration (daily) ⚫ Local Regulators (as needed) ⚫ Clients and Consultants (as needed) ⚫ Auditors (As needed) ⚫ Regional/Global PS&D team stakeholders (daily)

1500万円〜2000万円

非公開

Responsibilities: The objective of our retail business is to provide investment success on individuals’ asset accumulation. We are expanding the distributors and are raising assets of our funds through those channels. The Retail Client Relations Department is dedicated to client service relationships and prospecting new businesses with distributors in partnership with Retail Product Marketing Office, Product Development Dept., Business Development Depts., Investment Operations Dept., Legal and Compliance etc. The primary responsibility of Retail Advisor is to seek for new distributors for our funds by good relationships with head office of distributors. ⚫ Retail Advisor should deliver attractive stories in an easy-to-understand manner at study sessions and seminars to promote funds. ⚫ When Retail Product Marketing and BD teams develop materials, Retail Advisor provides on-the-ground perspectives and feedbacks on the contents to make it most appealing and easy-to-understand. ⚫ Retail Advisor makes presentations at study sessions for distributors’ branch salesforce as well as seminars for end investors to promote funds ⚫ Retail Advisor also develops relationships with the branch salesforce at distributors to promote funds Retail Advisor will be working in a team-based culture where the partnerships with relationship managers, associates in Retail Client Relation Dept. are critical. He or she may not have relevant experiences in the same role but is expected to learn relatively quickly with OJT training.

1000万円〜1300万円

非公開

Fixed Income Product manager Fixed Income product manager, in the Global Business Development Organization unit, works closely with our fixed income investment teams to support regional sales teams. The role is expected to contribute to client growth and retention. The role is also expected to co-work with business colleagues across the firm to support our clients’ investment needs. Job Description ⚫ The role is responsible for serving as fixed income product specialist, by assessing business opportunities and leading business planning, developing new products and investment solutions. The role act as a product expert and portfolio representative for business colleagues, clients and consultants. ⚫ The role is expected to differentiate Fixed Income products/portfolios relative to competitors by developing product line-up for both institutional client and for retail distribution. ⚫ The role is responsible for communication strategy by developing product presentation, compiling RFIs and RFPs and preparing strategy review decks of client products/portfolios. ⚫ The business covers both retail distributors and institutional clients, as assigned as a part of Fixed Income Business Development team. ⚫ The role includes portfolio monitoring of fixed income positions, and arranging instructions of FX hedge, MF Minasu and FoF for Japan domiciled investment trusts.

1300万円〜2100万円

非公開

Summary of Role The Manager of Client Service position will lead the team of Client Service Associates who work in close partnership with the Institutional Asset Advisors to manage our institutional client relationships in Japan. The position will be required to support the team of local Client Service Associates by providing oversight and guidance, and developing their knowledge and skill set to provide exceptional client service and sales support. The Manager will be expected to promote strong partnerships with the Institutional Asset Advisors team and maintain collaborative relationships with key internal teams and business units. The Manager of Client Service will be expected to engage with local stakeholders of the institutional business, act as a point of escalation for the Client Service team in Japan and collaborate with the global Client Service management team. This position will also include the role of Head of Client Services Offices Responsibilities Essential functions: • Provide daily oversight and guidance to the Client Service Associates to help facilitate client requests, respond to internal requests and questions, and to support the Institutional Asset Advisors • Establish an environment of cooperation and teamwork amongst the institutional Client Service Associates including cross-training and coverage when team members are on leave • Promote collaboration and the development of trusted relationships between the Client Service Associates and key business partners across the firm, including but not limited to, PMG (portfolio management group), portfolio managers, client reporting, business development, operations, legal and compliance • Promote the implementation and industry best practice across the Client Service function • As the Manager of the Client Service Team in Japan, the role is part of the global client servicing effort and as such, it’s expected that the team’s servicing strategy is aligned accordingly. This includes Client Service Associates capturing client requests through CASEs • Set clear team goals and monitor the team’s performance, and report on Client Service metrics • Act as a point of escalation for the Client Service Associates • Collaborate with the global Client Service management team

2500万円〜3000万円

非公開

Job Description ⚫ The role is responsible for portfolio monitoring of Japan domiciled investment trust funds managed domestically and arranging instructions of FX hedge, MF Minasu and FoF for Japan domiciled investment trusts. It includes correspondence with external partners to support such operations. ⚫ The role is expected to assist fixed income product specialists, by co-working on business opportunities development of fixed-income strategies. The role is expected to learn and cover wide range of fixed income products and investment solutions. The business covers both retail distributors and institutional clients, as assigned as a part of Fixed Income Business Development team. ⚫ The role is responsible for communication strategy by organizing product pitch presentation, compiling RFIs and RFPs, supporting periodical reporting production and preparing performance review decks for client products/portfolios. ⚫ The role is ideal for establish professional skills and participate with client related activities as a product expert for both institutional and retail channels.

800万円〜1600万円

非公開

◆ Making of disclosure documents, Investment Reports for both Japan domiciled funds and Offshore (Luxembourg & Cayman) funds. ＜Overview of this responsibility> • （国内投信および外国籍投信）。法定書類は交付運用報告書、運用報告書（全体版）など、非法定書類は、運用のお知らせ、決算のお知らせ、他社の運用報告書掲載のためのデータファイルなど • Grasping and maintaining laws and regulations, association rules, etc., and collecting information on other companies’ reports. • Schedule management and management of the number of copies by distributor. • Liaison with external contractor (NRIPI), printing companies and relevant internal departments • Documentation work ◆ Working on prospectuses ◆ Reporting, marketing materials, or other retail　funds related work if possible

1000万円〜1500万円

非公開

1. Marketing material and documents reviews 2. Registration / reporting to the financial regulators and associations (JITA, JIAA, JSDA and Type II Association). 3. Review/create/update internal rules and policies. 4. Communicate with overseas colleagues (Legal & Compliance as well as other divisions such as business and investment team). 5. Review contracts (ITM fund trust deeds, IMAs, general contracts) 6. Review investment guidelines 7. Provide employees with compliance training and guidance on regulatory and policy requirements. 8. Handle asset management general compliance matters 9. Handle incidents and risk management related matters

1600万円〜2000万円