アカウントマネージャー/ Account Manager

A global investment firm is looking for an Account Manager, Global Wealth Management. The selected candidate will manage client relationships, develop new business, and contribute to investment strategies.

Responsibilities:

• Strengthen relationships with retail clients, including distributors and asset managers
• Develop new business opportunities and expand client portfolios
• Translate client objectives into portfolio guidelines and ensure compliance
• Educate clients on products, services, and market strategies
• Monitor account activity and provide insights on firm strategies
• Contribute to investment strategy development as a marketer

Requirements:

• MBA or above is ideal
• More than 15 years of experience in financial markets
• More than 5 years of experience in business development or sales and marketing in retail business
• Experience in sell-side sales, marketing structuring, relationship management, marketing at an asset management firm or investment bank
• Possess strong relationship with large distributors (brokers or banks) is ideal
• Possess valid CFA qualification is a plus
• Professional level Japanese; proficient in reading, written, and verbal English is ideal

About the Company:

An international investment firm headquartered in the United States, this organisation is responsible for providing a wide variety of financial services to clients across the globe. Specialising in asset management, this company has a commanding presence in financial markets worldwide.

Keywords:

ビジネス, 営業, セールス, アカウントマネジメント, 求人, 外資系

Job Ref: KBWK9S