【大手金融機関】ウェルスマネージメント部　プライベートバンカー

【業務内容】
プライベートバンカー(RM:リレーションシップマネージャー)として顧客を担当し、
新規開拓から預金、送金、金融資産担保融資、不動産担保融資、金融商品仲介、アドバイザリー等の案件を取り扱っていただきます。

【部店概要】
主に上場企業オーナーとその資産管理会社に対するプライベートバンキングサービスを行う営業部。
預金、国内外送金、上場株式などの金融資産を担保とする融資、不動産担保融資、金融商品仲介、税理士等外部専門家と連携するアドバイザリーサービスなどを行っています。

働き方としては在宅勤務も活用しております。また時差勤務制度があり、柔軟な働き方が可能です。
 

[Business content] In charge of customers as a private banker (RM: relationship manager), We will handle projects such as new development, deposits, remittances, financial asset-backed loans, real estate-backed loans, financial product intermediation, and advisory. [Department and branch overview] A sales department that mainly provides private banking services to listed company owners and their asset management companies. We provide deposits, domestic and international remittances, loans secured by financial assets such as listed stocks, loans secured by real estate, financial product brokerage, and advisory services in collaboration with external experts such as tax accountants. As a way of working, we are also using telecommuting. In addition, there is a staggered work system, and flexible working styles are possible.

<必須>
・銀行または証券会社での営業経験5年以上
・金融資産担保融資と収益不動産担保融資の経験5年以上
・証券外務員1種

<あれば尚可>
・上場企業オーナーへの営業経験3年以上
・英語での融資業務経験（案件分析、契約書交渉など）
・FP2級以上
・プライベートバンカー（証券アナリスト協会、プライマリー、シニア）
・証券アナリスト
・宅地建物取引士

<人物像>
・多様な富裕層顧客に対応できる懐の深さ、引き出しの多さ
・顧客と案件特性に応じた融資取引をリスクリターンのバランスの取れた形に組み立てて、顧客との条件交渉、契約書作成と交渉、行内承認など一連の融資取引のプロセスを仕切ることのできる方
・チームプレーヤー
・複数の案件を優先順位を考えて同時並行で処理できる力

・More than 5 years of sales experience at a bank or securities company ・More than 5 years of experience in financial asset-backed loans and profitable real estate-backed loans ・Type 1 securities sales representative

・More than 3 years of sales experience to listed company owners ・Lending business experience in English (project analysis, contract negotiation, etc.) ・FP2 level or higher ・Private banker (Securities Analysts Association, primary, senior) ・Securities analyst ・Real estate broker

・The depth of the pocket and the number of withdrawals that can correspond to various wealthy customers ・Those who can assemble loan transactions in a way that balances risk and return according to the characteristics of the customer and the project, and manage the series of loan transaction processes such as negotiating conditions with customers, creating and negotiating contracts, and approval within the bank. ・Team player ・Ability to handle multiple projects simultaneously and in order of priority

正社員雇用
※試用期間3ヵ月

full-time employment
*Trial period 3 months

昇給：年1回
賞与：年1回

【社会保険】
雇用・労災・健康・厚生年金
【交通費】
通勤交通費全額支給
【福利厚生】
残業手当、住宅補給金、各種社会保険完備、退職金制度、各種福利厚生制度、介護休業制度、育児休業制度、資格取得支援制度、他

Salary increase: once a year
Bonus: once a year

【Social insurance】
Employment, Workers' Compensation, Health, Welfare Pension

[Transportation fee]
Full payment of commuting expenses

【Welfare】
Overtime allowance, housing subsidy, various social insurance, retirement allowance system, various welfare programs, nursing care leave system, childcare leave system, qualification acquisition support system, etc.

【受動喫煙対策】屋内喫煙可能場所あり

[Secondary smoking measures] There are places where indoor smoking is allowed