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部署・役職名 | Product Executive (Client Service) |
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職種 | |
業種 | |
勤務地 | |
仕事内容 |
Responsible for providing broad support to the Product Management team and Sales teams primarily in regards to the preparation of fund and product materials to clients/consultants and the administration of discretionary managed client accounts. Key Responsibilities: • Prepare market and statistical data to be used in marketing materials. • Prepare/Translate fund manager market commentary for client disclosure reports. • Administer corporate-related data for use in the preparation of RFPs and questionnaires from clients and consultants. • Administer discretionary managed client accounts including cash management, fund dealing and review of investment guidelines/ discretionary management agreements. • Ensure all amendments to client data are processed and that client data is kept up to date on a timely and accurate basis. • Respond promptly and professionally to the requests and queries from clients and consultants. • Proactively manage and develop relationship with administrative counterparts and liaise with other related departments to provide necessary documents and materials for clients and consultants. • Be familiar with the team’s current procedures and FSA compliance requirements. • Stay business and result oriented, rather than workload oriented, and fulfil job responsibilities in line with business objectives. • Be willing to support each other and proactively undertake new tasks/challenges as required – go beyond the areas which are perceived as your own. • Conduct open, timely and effective communication, both cross-functionally and by line escalation. |
応募資格 |
【必須(MUST)】 • Native level Japanese and advanced business English in reading and writing.• A good working experience in the of the financial market (ideally asset management), client support and reporting for both retail and institutional clients. • PC skills: Microsoft Excel, PowerPoint and Bloomberg • Attention to detail and strong organizational skills • Strong communications and interpersonal skills • Strong analytical skills; ability to work under pressure and to meet demanding deadlines • Creative, innovative, and pro-active • Stay business and result oriented, rather than workloads oriented, and fulfil job responsibilities in line with business objectives. • Act as team worker; be willing to support each other and proactively undertake new tasks/challenges as required – go beyond the areas which are perceived as your own. |
更新日 | 2021/01/14 |
求人番号 | 1622588 |
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