【英語を活かす】クライアントサービスリレーションシップマネージャー/ CS Relationship Manager

A multinational financial institution is seeking a Client Service Relationship Manager. The selected candidate will manage relationships with institutional clients, coordinate service processes, and deliver in-person portfolio reviews.

A multinational financial institution specialising in investment management and advisory. This company is a Japanese subsidiary of a 30+ year old investment management giant in North America.

Keywords:
カスタマーサービス, サポート, コミュニケーション, 接客, 求人, 外資系

Job Ref: OQKAS3

Responsibilities:

• Collaborate with US-based teams to support Asia-based institutional clients
• Maintain familiarity with assigned clients and their needs
• Meet service requirements, including traveling, client meetings, and updating contact management systems
• Coordinate sales and service processes with internal and external parties in Japan
• Conduct in-person portfolio reviews and communicate portfolio updates
• Address various client requests efficiently

Requirements:

• Bachelor's degree or above
• More than 4 years of professional experience
• Experience in institutional investment is a plus
• Understanding of investment
• Skilled in applying mathematical and financial concepts (geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error, Information Ratio)
• Bilingual level English and Japanese; proficient in Korean is preferred