アソシエイトリレーションシップマネジャー/ Associate Relationship Manager (Sales)

A global financial institution is searching for an Associate Relationship Manager. The selected candidate will be managing relationships with institutional prospective clients, actively following up on leads, and closing business deals.

Responsibilities:

• Manage and deploy the firm's business development resources within assigned territory
• Ensure accurate information regarding prospect personnel is recorded in the firm's proprietary systems
• Establish contacts and arrange prospect meetings through cold calling
• Conduct formal presentations to convey the firm's investment philosophy and strategies
• Prepare materials and strategize with senior management for presentations to win business
• Explain relevant policies to clients and prospective clients
• Maintain and update databases accurately on communication activity with prospective clients

Requirements:

• More than 5 years of experience with a demonstrated track record of success selling investment management to institutions or high-net-worth individuals is preferred
• Solid investment knowledge
• Prior institutional investment experience is advantageous
• Ability to apply mathematical and financial concepts such as geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error, and Information Ratio
• Ability to read, analyse, and interpret general business periodicals and professional journals
• Ability and willingness to travel extensively

About the Company:

A global investment management firm specialising in personalised portfolio management for individuals, institutions, and businesses. The firm is known for its client-focused approach and global investment strategies, aiming to help clients build and preserve wealth over the long term.

Keywords:

投資, 金融サービス, 営業, セールス, 経営, 外資系

Job Ref: QVUE7E