Institutional Client Associate, Asset Management - 712431

Institutional Client Associate, Asset Management

募集職種

採用企業名
Wells Fargo Bank, N.A.
求人ID
712431  
勤務形態
正社員  
勤務地
東京都 23区
給与
経験考慮の上、応相談
更新日
2018年06月21日 08:50

応募必要条件

職務経験
3年以上  
キャリアレベル
新卒・未経験者レベル  
英語レベル
流暢  
日本語レベル
ネイティブ  
最終学歴
大学卒: 学士号  
現在のビザ
日本での就労許可が必要です  

募集要項

  • Provides planning and support of Institutional Client Directors in new sales and client retention activities related to large and complex institutional clients and consultants.
  • Responsible for developing presentations, preparing marketing and service materials, assessing compliance implications and managing the client and consultant questionnaire process.
  • Responsible for preparation and provision of portfolio performance and competitive analysis, interpreting the data and making recommendations based on the analysis.
  • Develops and analyzes complex client reports and commentaries and prepares portfolio review material.
  • Leads various projects including identifying resources, establishing timeframe and managing to milestones. Responsible for resolving complex operational, systems-related and/or issues.
  • Has a broad and deep understanding of client/prospect/consultant needs and may consult with a small number of relationships around investment strategy, performance, new solutions, and market developments.
  • Identify opportunities to streamline processes and procedures providing for more efficient and timely execution of team tasks.
  • Acts as back up while Directors are traveling/out of the office to address requests.

スキル・資格

  • 3+ years of institutional quality client service support, equivalent relationship management support or combination of both
  • Ability to work independently and in team environment
  • Knowledge and understanding of revenue driven goals and their implications
  • Strong analytical skills with high attention to detail and accuracy
  • Extensive knowledge and understanding of the institutional industry and products
  • Excellent verbal, written, and interpersonal communication skills
  • Excellent presentation skills
  • Solid knowledge and understanding of investment products and services
  • Strong project management skills
  • Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
  • Knowledge and understanding of Client Relationship Management (CRM) systems
  • Fluency in English and Japanese
  • Certified Secruity Salesperson (Type 2) License

If you are interested, please apply via -

https://www.wellsfargojobs.com/job/tokyo/institutional-client-associate-asset-management/1251/8100141 
 
Team members support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

会社説明

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $2.0 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 8,500 locations, 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 42 countries and territories to support customers who conduct business in the global economy. With approximately 273,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 25 on Fortune’s 2017 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.

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