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About the Role

For over 50 years, the company has helped clients build better financial futures through global collaboration. The Institutional Business Division, comprising sales, Consultant Relations, RFP, and Institutional Client Service teams, works to retain existing business and develop new opportunities in the Japan institutional market. The division offers a full range of institutional investment strategies and solutions, including proprietary products and those from Fidelity Management and Research (FMR), FIAM, and Geode.

Responsibilities

Conduct sales activities for Sub-advisory/Wrap prospects to achieve sales targets.
Engage with consultants to strengthen relationships.
Maintain and strengthen existing Sub-advisory/Wrap client satisfaction through quarterly reviews, timely inquiry responses, and new product proposals.
Contribute to the Sub-advisory Sales team and Japan institutional business Division by collaborating to achieve organizational goals.
Support the creation of client-specific RFPs for Japan business as needed.
Maintain contacts and meeting notes in Fidelity’s CRM system (Salesforce).

Requirements

Preferred working experience in an institutional team at Japan Asset Managers, Trust Banks, or Life Insurers.
Ability to work effectively in an English environment.

Skills

Strong interpersonal and communication skills (written and oral).
Strong ability to build internal and external networks.
Understanding of Investments.
Focus on delivering excellent customer service.
Team player with respect for others.
Adaptable to work under pressure in a changing environment.
Willingness to be flexible.

Location

Tokyo

Work Type

Permanent

Experience Level

Senior Manager/Manager level
Level 6/5
Working experience in institutional team of Japan Asset Managers/Trust Banks/Life Insurers

Benefits

Comprehensive benefits package
Wellbeing support
Development support
Flexible work arrangements

About the Company

The company has been helping clients build better financial futures for over 50 years.
The Institutional Business Division includes sales, Consultant Relations (CR), RFP, and Institutional Client Service (ISJ) teams.
Teams collaborate to retain existing business and develop new opportunities in the Japan institutional market.
Offers a full range of institutional investment strategies and solutions, including products from Fidelity Management and Research (FMR), FIAM, and Geode.