「営業推進・事業開発【ウェルスマネジメント領域/中計注力領域】」のポジションの求人です
■同行のウェルスマネジメント戦略部・営業推進ラインにて以下ウェルスマネジメント領域におけるキャンペーンの企画・新商品サービス開発、お客様の提案ツールの制作等を担っていただきます。
【詳細業務】
■ウェルスマネジメントビジネス全般に関わる営業推進・事業開発施策の企画立案・運営
■具体的には、富裕層顧客の新規開拓・取引活性化を目的としたキャンペーン企画・展開、新商品・サービス開発、営業支援ツール制作、組織業績評価制度の運営等の業務
■営業店評価のための 業績評価シートの運営
※全国約300拠点に向けた 戦略立案・企画業務となります。
【業務補足】
ウェルスマネジメントの対象顧客は 1億円以上の資産を保有する層(超富裕層に限定せず、幅広い富裕層)となります。現在、富裕層向けビジネス(旧プライベートバンキング)を基盤に、法人・個人双方へのアプローチを強化しており、これまで手掛けていなかった非金融サービス(趣味・旅行・医療・介護・遺品整理など)を含む アライアンス活用による付加価値提供を開始しています。富裕層のお客様の様々なニーズにお応えするためにサービス拡充をしており、これから更にこの領域を拡大するための業務となります。
【組織構成】部長+副部長+次長×4名の4ライン体制
ー営業推進ライン:次長+担当9名 ★
(このラインの中に更に4つのグループがございます。1)戦略企画2)営業推進・事業開発★3)貸し出し審査業務4)データ分析)
ーFG戦略ライン:次長+担当16名、
ー人材開発ライン:次長+担当10名
ーデジタルライン:次長+担当23名
★が今回の配属ラインです。
20代から50代まで幅広い世代の方が在籍。法人営業や個人営業の経験者、他社からのキャリア採用者も多数活躍中。
【部署概要】
ウェルスマネジメントビジネスの企画立案・推進・管理、新商品・サービス開発、人材育成プログラム運営、ブランド戦略立案、DX推進等に関する業務を所管する持株・銀行兼務組織
【募集背景】
ビジネスモデルの浸透・高度化を通じた事業拡大・成長を目指す中、社内に加えて、外部人材の採用を検討しています。金融機関で本部業務に従事した経験のある即戦力人材が…
【求める人材】
【必須要件】
■下記いずれかの業務経験
・金融機関での企画業務経験
・金融機関での法人・個人営業経験
・他業界での企画業務経験
【歓迎要件】
■事業承継・資産運用・相続・不動産ビジネス等の業務スキル・知識・経験
【求める人物像】
自発的に課題認識し、多様な関係者を巻き込みながら合意形成・課題解決ができる分析力、問題解決能力、コミュニケーション力
【給与】
年収 800 ~ 1200 万円
【ご参考】大学卒 新卒初任給
なお、経験・スキルに応じて変動の可能性があります
【勤務地】
東京都
千代田区丸の内1-4-5 三菱UFJ信託銀行本店ビル
【勤務時間】
08:40~17:10
【雇用・契約形態】
【休日・休暇】
完全週休二日(土日)祝日・有給休暇・慶弔休暇・特別休暇 ※休日出勤による振替休暇あり
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