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米兼資産運用会社 | 機関投資家ビジネス セールス・コンサルタント

1930年代に米国に本拠を置くグローバル投資運用会社。株式、債券、マルチアセット等の多岐にわたる資産クラスにおいて、投資運用サービスを提供している。

アセットマネジメント

企業名

米兼資産運用会社

職種/ポジション

アセットマネジメント

仕事内容

PRINCIPAL RESPONSIBILITIES  Collaborates with Global Client Operations and related shared service team to ensure the quality of our account management functionality to clients.  Preparation for quarterly client review meetings, including kit delivery and briefing note production.  Responds to client and sales meeting follow ups, within 24 hrs – chase up with other departments or via client operation’s manager where required.  Follow up on specific sales leads as directed by the RM.  Attend internal account coordination meetings.  Develop new business partnering RM, Portfolio Specialists, Solution Strategist, Product group and Marketing.  Proactively communicate with clients and prospects on relevant issues related to their business.  Key Account Management – research key accounts and provide suggestions on further developing the relationship.  Marketing – Facilitate competitor analysis and ad-hoc initiatives, share knowledge of market trends and best practice.  Investment – build through understanding of key strategies and build relationship with investment team. Portfolio Specialists are the gate for each strategy.  Product group – need to be collaborative on product strategy, capacity, fee negotiation and new fund launches.  Industry – proactively read reports, news bulletins and share relevant information.  Execute Japan institutional client business across a wide product and services portfolio on a regional and/or global basis, engaging the appropriate internal contacts, as directed, to ensure contract requirements are in alignment with organizational policies and standards. Applies considerable latitude in determining optimal approach to meet the needs of T. Rowe Price and the client.

必要経験

PERSONAL ATTRIBUTES / SKILLS / QUALIFICATIONS Required:  Bachelor's degree or the equivalent combination of education and relevant experience AND 3+ years of total relevant work experience  CFA, CMA or equivalent professional qualification  Significant experience from a sales or client service within an asset management company or relevant  Understanding of the value chain and operational flow in the relevant business  Commercially minded  Able to think quickly, tactful, diplomatic  Excellent negotiation skills  Excellent presentation skills  Business Language Skills for both Japanese and English  Appreciation of risk and operations inherent in an asset management value chain

想定年収

1200万円〜1400万円

予定勤務地

東京

雇用形態

正社員(期間の定め無し)

待遇/福利厚生

休暇

求人ポイント

Case

転職成功事例