Associate Sales Relationship Manager

1週間前

神奈川県 横浜市, Fisher Investments

The Opportunity:

The FIJ Associate Relationship Manager is a professional level employee responsible, alongside the FIJ Sales Relationship Manager, for coverage of Japanese institutional prospective clients. Reporting to the general manager you will actively follow up on the designated and new leads, build relationships with plan decision makers and consultants, meet face-to-face, and present to Institutional prospective clients to close business. At the discretion of Management, the Associate Relationship Manager may also be responsible for coverage of clients and investment consultants.

The Day-to-Day:

  • Interface with external partners and institutional team members to efficiently manage and deploy the firm's business development resources and orchestrate the institutional sales process within your assigned territory

  • Ensure accurate, regularly updated information regarding prospect personnel, decision-making processes, and search activity is recorded in FIJ proprietary systems

  • Cold call to establish contacts and arrange prospect meetings

  • Conduct formal presentations to articulately convey our investment philosophy and strategies to prospects and, as appropriate, their investment consultants

  • Prepare materials, strategize with senior management, and participate in execution of presentations to win business

  • Explain and obtain initial new account documents needed from new clients

  • Explain relevant FI policies to clients and prospective clients

  • Maintain and update databases clearly and accurately on communication activity with prospective clients and clients

Your Qualifications:

  • At least 5 years of experience, and demonstrated track record of success, selling investment management to institutions or high net worth individuals

  • Competitive and self-motivated—ability to set, monitor, and accomplish goals

  • Resourceful and organized— ability to multi-task and address complex challenges managing a broad opportunity set

  • Required to travel

  • Solid investment knowledge; previous Institutional investment experience preferred

  • Ability to apply mathematical and financial concepts such as geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error, Information Ratio

  • Ability to read, analyze, and interpret general business periodicals, professional journals

Why Fisher Investments Japan:

At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:

  • 100% coverage of your monthly medical, dental and vision premiums for you and your eligible dependents through Allianz Care

  • Full refunds on physician fees, prescriptions, testing and more to cover costs outside of national insurance

  • 24/7 access to emotional wellness resources for you and your dependents (Ginger emotional coaches and Allianz Employee Assistance Programme)

  • Travel support benefits through Allianz and Bupa

FISHER INVESTMENTS JAPAN IS AN EQUAL OPPORTUNITY EMPLOYER

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