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米系AM 機関投資家営業

募集職種
金融関連/投信・投資顧問/営業
仕事内容
This role is primarily to build direct relationships with key institutional investors such as insurance companies, banks and pension funds.
? Develop understanding of client portfolios, needs, and decision-making processes; and strategize and execute sales plans.
? Maintain, enhance relationships with key existing clients and identify cross-sell opportunities.
? Develop knowledge of the range of the firm’s products offering for the clients.
? Identify prospective clients, prepare presentations and follow up on client contacts, and close the sale
of investment services.
必要業務経験
? 7+ years of sales experience within a financial service industry, preferably asset management.
? In-depth knowledge of financial markets, portfolio management and asset management business.
? Strong knowledge and experiences in at least one field of fixed income, private funds or liquid hedge funds for institutional investors.
? Ability to understand client portfolios, needs and decision-making process.
? Outstanding verbal and written communication skills both in Japanese and English.
? Must be proactive, self-motivated, assertive and well-organized
? Proficiency with Microsoft PowerPoint, Excel and Word required
推定年収
2500~4500 万円
勤務地
東京都
最終学歴
大学
会社名
米系AM 
業種
金融全般/投信・投資顧問
事業内容
パインブリッジ・インベストメンツ株式会社は、グローバルにビジネスを展開する「PineBridge Investments」の一員として、主に個人投資家に対する投資信託委託業務と年金基金・機関投資家等に対する投資一任・助言業務を行っております。
会社の特徴
ワークライフバランス良好な米系資産運用会社

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