【業務内容】
アセットコンサルティング部の所属となり、各支店に駐在/配属されます。
支店内での資産運用商品に関するスペシャリストとして、営業推進業務をお任せいたします。
※「デスクイン」という社内名称となります。
■各支店に駐在。富裕層のお客さまに対し、銀行員の営業同行を実施して、クロージングまでサポート。
└顧客ニーズに合わせて、証券・信託銀行などにトスアップもお願いします。
■資産運用商品の勉強会、事前カンファレンス、新人教育を実施。
■支店の顧客リストを精査し、銀行員と見込み客の相談
◎ご自身で顧客アカウントを持つことはありません
【キャリアパス】
■MUFG資産運用ビジネスの中核人材として活躍(総資産営業のスキル習得・出向を含むMUFGベースでのビジネス展開を経験)。
■本部、ACデスクマネジメントへ。(その他詳細は面談でお伝えします)
【求める人材】
【必須要件】
■証券会社での営業経験が5年以上ある方
└債券・投資信託・POなどの知識を有し、お客さまへ説明・提案ができる方。(その他詳細は面談でお伝えします)
【給与】
600~1200万円
【勤務地】
東京都
【勤務時間】
求人紹介時に詳しくお伝えいたします。
【雇用・契約形態】
正社員
【待遇・福利厚生】
厚生年金基金/資金貸付制度/財形貯蓄/退職金/企業年金/社員持株会制度/資格取得(自己啓発)奨励金制度
【休日・休暇】
祝日/年末年始休暇/夏季休暇/有給休暇/慶弔休暇/完全週休2日制(土・日)
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