14 дней назад
Relationship Director - Institutional Sales
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Director - Institutional Sales (Investment Management): Developing and implementing regional sales strategies while building institutional opportunities across global equity, fixed income, and other investment strategies with an accent on client relationship management, product expertise, and Japanese-market engagement. Focus on preparing proposals and presentations, coordinating onboarding and compliance, and delivering product-related expertise to institutional clients.
Location: Japan; hybrid work environment with remote and onsite work
Company
provides investment management services to institutions and individuals seeking more secure and prosperous financial futures.
What you will do
- Develop, implement, communicate, and monitor regional institutional sales strategies in alignment with company objectives.
- Build and maintain a portfolio of institutional opportunities across equity, fixed income, and other investment strategies.
- Develop annual business plans, monitor industry trends, and support product and marketing strategy.
- Participate in client meetings with Relationship Managers, providing investment product expertise and supporting client retention, growth, and diversification.
- Prepare sales proposals and client presentation materials in coordination with RFP, product, portfolio management, research, and other internal teams.
- Coordinate client onboarding, maintain sales activity records in MFS C360, and ensure compliance with internal and external regulations.
Requirements
- Bachelor’s degree; related postgraduate education and/or CFA is preferred.
- 8–12 years of investment-related or financial experience, including at least 5 years in direct client relationship roles.
- Expertise in global equity and fixed income markets, with a solid understanding of the institutional landscape.
- Strong sales, client service, written communication, verbal communication, and presentation skills.
- Native-level Japanese and business-level English are required.
- Experience working independently and collaboratively in an international operating environment, with strong prioritization, integrity, and work ethic.
Culture & Benefits
- Collaborative culture focused on strong ideas, teamwork, care, and compassion.
- Hybrid work environment combining remote and onsite work.
- Competitive benefits programs and family-friendly policies supporting work-life balance.
- Diverse, inclusive, and authentic workplace.
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