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About the Role
The FIJ Associate Relationship Manager is responsible for covering Japanese institutional prospective clients, building relationships, and closing business. This role involves managing business development resources, orchestrating the sales process, and conducting presentations.
Responsibilities
- Interface with external partners and institutional team members to manage business development resources and orchestrate the institutional sales process.
- Ensure accurate and updated information regarding prospect personnel, decision-making processes, and search activity is recorded in FIJ proprietary systems.
- Cold call to establish contacts and arrange prospect meetings.
- Conduct formal presentations to convey investment philosophy and strategies to prospects and investment consultants.
- Prepare materials, strategize with senior management, and participate in presentations to win business.
- Explain and obtain initial new account documents from new clients.
- Explain relevant FI policies to clients and prospective clients.
- Maintain and update databases on communication activity with prospective clients and clients.
Requirements
- At least 5 years of experience and a demonstrated track record of success selling investment management to institutions or high net worth individuals.
- Competitive and self-motivated with the ability to set, monitor, and accomplish goals.
- Resourceful and organized with the ability to multi-task and address complex challenges managing a broad opportunity set.
- Required to travel.
- Solid investment knowledge; previous Institutional investment experience preferred.
- Ability to apply mathematical and financial concepts such as geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error, Information Ratio.
- Ability to read, analyze, and interpret general business periodicals and professional journals.
Skills
- Sales
- Relationship Building
- Presentation Skills
- Database Management
- Investment Knowledge
- Financial Concepts Application
- Business Acumen
Location
- Japan
Work Type
- Full-time
- Onsite
Experience Level
- Associate
- 5+ years
Benefits
- 100% coverage of monthly medical, dental and vision premiums for employee and eligible dependents through Allianz Care
- Full refunds on physician fees, prescriptions, testing and more to cover costs outside of national insurance
- 24/7 access to emotional wellness resources for employee and dependents (Ginger emotional coaches and Allianz Employee Assistance Programme)
- Travel support benefits through Allianz and Bupa
About the Company
- Fisher Investments works for a bigger purpose: bettering the investment universe.
- We invest in our people by offering exceptional benefits.
Equal Opportunity
- FISHER INVESTMENTS JAPAN IS AN EQUAL OPPORTUNITY EMPLOYER