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About the Role
The Pension Sales Team is part of the Institutional Sales department, which includes two sales teams and Institutional Client Service. These teams collaborate to retain existing business and develop new opportunities within the Japanese institutional market. We provide a comprehensive range of institutional investment strategies and solutions, including proprietary products and offerings from other Fidelity business units.
Responsibilities
- Conduct sales activities for DB and DC Pension prospects and existing clients to achieve the Pension team's sales target.
- Maintain and strengthen existing DB client satisfaction through quarterly review meetings, timely responses to inquiries, providing information, and new product proposals.
- Engage with consultants to strengthen relationships, understand pension client needs, and develop business opportunities.
- Collaborate with other team members to achieve organizational goals as a member of the Pension Sales team and Japan Institutional Sales.
- Support the creation of client-specific RFPs for the Japan business.
- Maintain contacts and meeting notes in Fidelity’s CRM system (Salesforce).
Requirements
- 5+ years of DB Pension sales experience.
- Native level Japanese and business level English, both written and oral.
- Ability to be a team player and gain the support of internal service partners.
- Strong desire to deliver a high level of client experience by providing timely information, accurate RFPs/RFIs, and prompt responses to inquiries.
- Flexible and positive attitude to work in a fast-changing and demanding environment.
- Customer focus, considering internal and external customer expectations.
- Strong PC literacy, including Excel and Power Point.
- Integrity and work ethic, delivering best outputs and taking a proactive approach.
- Knowledge of the Financial Services industry, with a breadth of knowledge in Investment Management.
- Demonstrated ownership and commitment.
Skills
- Sales
- Client Relationship Management
- Consultant Engagement
- RFP Creation
- CRM (Salesforce)
- Microsoft Excel
- Microsoft Power Point
- Financial Services Industry Knowledge
- Investment Management Knowledge
Location
- Tokyo, Japan
Work Type
- Permanent
- Full-time
Experience Level
- Senior Manager/Associate Director
- Level 6/7
Benefits
- Comprehensive benefits package
- Focus on wellbeing
- Support for development
- Flexible working arrangements
About the Company
- Helping clients build better financial futures for over 50 years.
- Operates globally through collaboration and mutual support.
- Offers a full range of institutional investment strategies and solutions.