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リレーションシップマネージャー// Relationship Manager

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外資系証券会社にてリレーションシップマネージャーの募集です。個人投資家・法人顧客に対し、当社サービスを通じた資産運用およびリスクヘッジのサポートを担っていただきます。オープンで多様性のある国際的な環境で働いてみたい方からのご応募をお待ちしております。

職務内容:

  • 個人投資家・法人顧客に対し、当社サービスを通じた資産運用およびリスクヘッジのサポート
  • 預かり資産・取引金額の大きい顧客を担当し、市場動向や投資戦略を踏まえた提案を実施
  • 顧客ポートフォリオの成長・維持・改善・再活性化の管理
  • 顧客向けイベントや教育セミナー・ウェビナーの企画・参加
  • 新商品リリースやシステム変更に関する顧客通知・サポート
  • 顧客や主要ステークホルダーとの定期的なアカウントレビューの実施
  • リレーションシップ担当者としての関連業務

必須要件:

  • 金融関連業務の実務経験
  • 読み書き・会話レベルの英語力

歓迎要件:

  • 証券会社またはIFAでの営業経験
  • 米国株式や米国株オプション取引の経験・知見
  • 証券外務員資格(1種または2種)

会社概要:

グローバルオンラインバンクグループの日本法人証券会社。金融庁より認可を受けた欧州銀行系オンライン証券会社として、日本で充実した金融サービスを提供しています。

求人番号: HYXSYP

Contract Type: Perm

Specialism: Banking & Financial Services

Focus: Marketing

Industry: Financial Services

Salary: ご経験により相談可能

Workplace Type: On-site

Experience Level: Mid Management

Language: Japanese - Professional working

Second Language: English - Business level

Location: Tokyo

Job Reference: HYXSYP-87322773

Date posted: 10 May 2026

Consultant: Fuki Iwasaki