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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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