Relationship Manager
Core
Drive mid- to long-term growth and AUM expansion by proposing new investment strategies and conducting sales promotions for individual retail, HNW investors, distributors, and domestic asset managers.
Role type
Senior IC relationship manager (wealth & retail)
Builds
Investment trust sales channels and client relationships
Domain
Asset management / Wealth management in Japan
Deliverable
client delivery
Required skills
Investment strategy expertise, financial instruments knowledge (equities, fixed income, FX), Japanese investment management business knowledge, alternative investments knowledge (hedge funds, private debt, PE, real estate), sales and marketing experience, distributor relationship management
Preferred skills
CFA, CMA, CAIA, Master's degree, English communication skills
Technologies
PowerPoint, Excel, Word
Responsibilities
Propose new investment strategies to distributors and domestic asset managers, conduct sales promotion activities to expand and maintain AUM of existing funds, sell investment trusts to distributors, sell investment trusts to domestic asset management companies
Seniority
Mid-Senior Level