Tokyo Amundi CDI

Description du poste

Client On-boarding

  • Onboard new accounts, coordinate account and fund changes and closing in collaboration with the corresponding centers of expertise and other internal/external stakeholders. (Set up dedicated funds / products and manage modifications to the client mandates or dedicated funds.). Chair kick-off meeting, preparation meeting and post-launch meeting for mandate launch.
  • Prepare and internally circulate Summary of New Discretionary Investment Advisory Account and obtain official approval through internal business Approval system.
  • Assist and co-ordinate the review of legal agreements, investment guidelines, operating memorandum and IMAs/SLAs with internal departments and the client.
  • Conduct KYC (Know Your Client) for institutional clients maintain KYC data and relevant documents in KYC system.
  • Account data management feed information on an account management system.
  • Client Query Management

  • Act as a point of contact for client queries received through various channels
  • Handle issues and complains in line with agreed procedure in collaboration with sales teams.
  • Act as the main Relationship Manager for a major trust bank who distributes our multi-asset strategy product to pension funds.
  • Fund-Handling Management

  • Performs duties associated with contract change, fund document change and regulatory changes.
  • Share all the relevant fund-related information and effects with Sales teams, and support them for timely and accurate communication with client.
  • Maintain clients account data.
  • Liaison with other regions

  • Communication on various matters and issues related to Institutional Business Division (IBD) business, on behalf of Japan.
  • Reporting

  • Clearly communicate client reporting requirements to the relevant team, manage timelines and send the produced reports to the clients.
  • Ensures delivery of legal documents, fund information and fund reports to the clients
  • Ensures timely and accurate delivery of client reports, in collaboration with the Reporting team and Sales team.


    • Tokyo Amundi CDI

      Description du poste · Responsibilities: · 1. Sales & Marketing Compliance · (focusing on whichever of Institutional, Retail, ETF/Index or Alternative Business) · Review outgoing documents including sales materials, strategy presentation, RFP, fund trust deed, Prospectus, notifi ...


    • Tokyo Amundi CDI

      Description du poste · Global Data Management is responsible to supply financial data to our internal & external clients through ALTO investment, our proprietary Portfolio Management System covering the entire asset management value chain. Together with other GDM teams in Europe ...


    • Tokyo Stellantis Contrat VIE

      Description du poste · Filière/Métier · Sales & Marketing - Sales & Marketing · Intitulé du poste · VIE - Contrôleur qualité de service / satisfaction client · Contrat · Contrat VIE · Description de la mission · Au sein de notre structure Stellantis Tokyo, vous aurez en char ...


    • Tokyo HubSpot, Inc

      Job Description · Are you a native speaker of Japanese and a translation professional with an extensive background in localization and a love of the latest business software technologies? As a Japanese Product Localization Specialist at HubSpot, you'll play an important role in ...


    • Tokyo ION Full time

      The Role: This is a key role in how the service is delivered and perceived by ION Markets customers, with the Technical Account Manager acting as the customer's primary point of contact for the delivery of the service and taking responsibility for ION's service engagement with th ...


    • Tokyo ASO ACE HOLDINGS Recruitment

      Our tech service client is hiring an experienced Bilingual Genesys Support Engineer Great mid-career /associate, high-class job opportunity// Full-time permanent job · [Client] A Global Indian ICT Service Company based in Tokyo · [Nature of Job] Service/ solution delivery role ...


    • Tokyo Ogilvy

      Overview · The objective of the position is to play a leading role in driving Social strategy for the agency across organic and paid channel marketing implementation. This would include Social brand personas, channel/platform plans, content strategy, analytics and intelligence, b ...

    • Sales Manager

      3週間前


      Tokyo LoopMe Full time

      Our vision is to change advertising for the better, by building technology that will redefine brand advertising. LoopMe powers programmatic advertising, improves media delivery, and develops bespoke audience curation and effective real-time measurement through our outcomes platfo ...


    • Tokyo Siemens Healthcare K.K. Permanent

      Report to: Manager, Information Systems Responsibilities: Maintaining & support local IT infrastructure, provide IT support to Varian employees in Japan. · Varian IT BPM team acts as a single point of contact for the IT service desk provider regarding services provided by Siemen ...


    • Tokyo Rakuten Full time

      Description · : Business Overview · What is Rakuten's advertising business? · By combining our unique "Rakuten Ecosystem" (economic zone), which is comprised of more than 70 Rakuten Group services, our strong membership, and a variety of technologies and data, we are able to p ...


    • Tokyo AXA Group Full time

      HR Business Partner · • Accurately assess the needs of the Business areas from a Human Resources perspective, prioritise interventions and gain commitment for delivery. · •Develop and maintain strong business partnering relationships with the country leadership and senior mana ...


    • Tokyo ServiceNow Full time

      Job Description · What you get to do in this role: · The role of the Analyst, Success Advocate is to act as an advocate for our customers. You will oversee a portfolio of customers to help them achieve business outcomes and foster greater adoption and usage of the ServiceNow prod ...


    • Tokyo Edwards Lifesciences Full time

      Responsible for leading the implementation of business strategies and initiatives and managing the assigned team. · Key Responsibilities: · • Identify and evaluate Japan market opportunities for EW future product pipeline. Determine the right course of action to register and reim ...


    • Tokyo Thomson Reuters Full time

      About the Role · In this opportunity as Solutions Consultant, Legal, you will: Engage in solution advocacy using best in class technology, providing solution and product expertise during the sales cycle. This generally involves supporting the specialist sales teams to define and ...


    • Tokyo Guidepoint

      : Guidepoint's Business Development teams are passionate about expanding our reach with both new and existing clients. We support all Guidepoint's service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better busine ...


    • Tokyo Mölnlycke

      Are you passionate about making life better for patients worldwide? · If the answer is yes, you think just like us. We are a world-leading medical solutions company, designing and supplying medical solutions to enhance performance in healthcare – from the hospital to the home. W ...

    • Fashion Commerce

      3週間前


      Tokyo UNLOCK DESIGN Full time

      We are Unlock Design, a recruitment agency based in Japan, and the job description below is an opportunity with one of our forward-thinking client companies. We aim to ensure a trustworthy and considerate experience for our candidates, emphasizing their privacy and long-term care ...

    • Pre Sales Manager

      2週間前


      Tokyo Lectra

      Lectra Japan Ltd · Pre Sales Manager · INTRODUCTION · We invite you to embark on a journey. A technological journey towards the evolution of our society and our industries, powered by Industry and supported by Lectra. Software, equipment, data and services... At Lectra, as a ma ...


    • Tokyo Celonis

      We're Celonis, the global leader in Process Mining technology and one of the world's fastest-growing SaaS firms. We believe there is a massive opportunity to unlock productivity by placing data and intelligence at the core of business processes - and for that, we need you to join ...


    • Tokyo Galderma Full time

      With a unique legacy in dermatology as well as decades of cutting-edge innovation, Galderma is the pure-play dermatology category leader, present in approximately 90 countries. We deliver an innovative, science-based portfolio of premium flagship brands and services that spans th ...