Japan 大和証券

概要・業務内容

【ポジション】即戦力プレーヤー(チームリーダー)
【当初配属予定部署】PBストラテジー部
【業務内容】
・上場企業オーナー及びそのファミリー、超富裕層のお客様へのソリューション提案、リレーションシップ活動
・お客様向けソリューション提案資料の作成
・研修用社内コンテンツの作成・社内研修等の実施

必須スキル・経験

・上記業務の経験がある方
・CFP資格、宅地建物取引士(税理士資格尚可)
・PCスキル(Microsoft Excel・PowerPoint・Word)

求める人物像

・社内関係部署・外部提携法律事務所・税理士法人等と連携、必要に応じて指示を行い各案件の提案業務等を遂行できる方
・上場企業オーナー及びそのファミリー、超富裕層のお客様と円滑なコミュニケーションを図ることができる方




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