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About the Role
Conduct sales activities for Sub-advisory/Wrap prospects to achieve team sales targets, engage with consultants to strengthen relationships, and maintain client satisfaction through regular reviews and timely responses. Collaborate with team members to achieve organizational goals and support client-specific RFP creation. Maintain contact and meeting notes in Fidelity’s CRM system (Salesforce).
Responsibilities
- Conduct sales activities for Sub-advisory/Wrap prospects to achieve Sub-advisory/Wrap team sales target.
- Engage with consultants to strengthen relation with consultants.
- Maintains and strengthens existing Sub-advisory/Wrap client satisfaction through quarterly review meeting, timely responses to inquiries, contacts to provide information and new product proposals
- As member of Sub-advisory Sales team and Japan institutional business Division, contributes to the team by collaborating with other members to achieve organizational goals.
- Support to create client specific RFPs in some cases for Japan business
- Maintain contacts and meeting notes in Fidelity’s CRM system (Salesforce)
Requirements
- Working experience in institutional team of Japan Asset Managers/Trust Banks/Life Insurers is preferred
- Working in English environment
- Strong interpersonal / communication skill (written and oral)
- Strong ability to build internal and external network
- Understanding of Investments
- Focus on delivering excellent customer service
- Team player (act as team, respect others)
- Adaptable to work under pressure in changing environment
- Willing to be flexible
Skills
- Sales
- Consultant Relations
- RFP
- Institutional Client Service
- Investment Strategies
- CRM (Salesforce)
- Interpersonal Skills
- Communication Skills
- Networking
- Customer Service
- Teamwork
- Adaptability
Location
- Tokyo
Work Type
- Permanent
- Full-time
Experience Level
- Associate Director
- Level 7
Benefits
- Comprehensive benefits package
- Support for wellbeing
- Support for development
- Flexible working arrangements
About the Company
- Helping clients build better financial futures for over 50 years.
- Works together and supports each other all over the world.
- Offers a full range of institutional investment strategies and solutions, including own products and those of other parts of the Fidelity business (Fidelity Management and Research (FMR) / FIAM / Geode).