Japanese Associate Sales Relationship Manager
Overview
The Opportunity:
The FIJ Associate Relationship Manager is a professional level employee responsible, alongside the FIJ Sales Relationship Manager, for coverage of Japanese institutional prospective clients. Reporting to the general manager you will actively follow up on the designated and new leads, build relationships with plan decision makers and consultants, meet face-to-face, and present to Institutional prospective clients to close business. At the discretion of Management, the Associate Relationship Manager may also be responsible for coverage of clients and investment consultants.
The Day-to-Day:
- Interface with external partners and institutional team members to efficiently manage and deploy the firm's business development resources and orchestrate the institutional sales process within your assigned territory
- Ensure accurate, regularly updated information regarding prospect personnel, decision-making processes, and search activity is recorded in FIJ proprietary systems
- Cold call to establish contacts and arrange prospect meetings
- Conduct formal presentations to articulately convey our investment philosophy and strategies to prospects and, as appropriate, their investment consultants
- Prepare materials, strategize with senior management, and participate in execution of presentations to win business
- Explain and obtain initial new account documents needed from new clients
- Explain relevant FI policies to clients and prospective clients
- Maintain and update databases clearly and accurately on communication activity with prospective clients and clients
Your Qualifications:
- At least 5 years of experience, and demonstrated track record of success, selling investment management to institutions or high net worth individuals
- Competitive and self-motivated-ability to set, monitor, and accomplish goals
- Resourceful and organized- ability to multi-task and address complex challenges managing a broad opportunity set
- Required to travel
- Solid investment knowledge; previous Institutional investment experience preferred
- Ability to apply mathematical and financial concepts such as geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error, Information Ratio
- Ability to read, analyze, and interpret general business periodicals, professional journals
Why Fisher Investments Japan:
At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:
- 100% coverage of your monthly medical, dental and vision premiums for you and your eligible dependents through Allianz Care
- Full refunds on physician fees, prescriptions, testing and more to cover costs outside of national insurance
- 24/7 access to emotional wellness resources for you and your dependents (Ginger emotional coaches and Allianz Employee Assistance Programme)
- Travel support benefits through Allianz and Bupa
FISHER INVESTMENTS JAPAN IS AN EQUAL OPPORTUNITY EMPLOYER
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Perks and Benefits
Health and Wellness
- Health Insurance
- Dental Insurance
- Vision Insurance
- FSA
- HSA With Employer Contribution
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- HSA
- Mental Health Benefits
Parental Benefits
- Adoption Assistance Program
- Family Support Resources
- Non-Birth Parent or Paternity Leave
- Birth Parent or Maternity Leave
- Adoption Leave
- Fertility Benefits
Work Flexibility
- Flexible Work Hours
- Hybrid Work Opportunities
- Work-From-Home Stipend
Office Life and Perks
- Commuter Benefits Program
- Snacks
- Happy Hours
- Holiday Events
- Casual Dress
- Company Outings
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Leave of Absence
Financial and Retirement
- Performance Bonus
- Relocation Assistance
- Financial Counseling
- Pension
- 401(K)
- 401(K) With Company Matching
Professional Development
- Promote From Within
- Mentor Program
- Shadowing Opportunities
- Access to Online Courses
- Internship Program
- Leadership Training Program
- Associate or Rotational Training Program
- Lunch and Learns
Diversity and Inclusion
- Diversity, Equity, and Inclusion Program
- Employee Resource Groups (ERG)
Company Videos
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