Overview
The Opportunity:
The Fisher Investments Japan (FIJ) Client Service Relationship Manager serves as the main point of contact for Asia-based institutional clients, including Japan, China, and Korea. Reporting to the FIJ general manager you will be tasked with building and maintaining client relationships and coordinating day-to-day client support.
The Day-to-Day:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Collaborate with FI's US-based investment management and back-office teams to service existing Asia-based institutional clients
- Maintain a thorough familiarity with each assigned client
- Meet minimum service requirements, including traveling to meet with clients, contacting clients and recording communication within our internal contact management software
- Work with external and internal parties to orchestrate the sales and service processes within Japan
- Conduct in-person portfolio reviews for institutional clients
- Communicate portfolio changes, market outlook, investment philosophy and portfolio strategy to clients
- Attend to various client requests
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Your Qualifications:
- Bilingual in business English and Japanese
- Korean language skills a plus
- Bachelor's degree from 4-year college or university or equivalent combination of education/experience
- Excellent, professional communication skills through face-to-face, phone and written contact
- Ability to effectively present information and respond to questions from groups of managers, clients, prospects, and investment consultants
- Ability to multi-task and address complex challenges and develop creative solutions
- Ability to work effectively and efficiently in a dynamic team-environment with team members in multiple locations
- Solid investment knowledge, previous Institutional investment experience preferred
- Apply mathematical and financial concepts such as geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error, Information Ratio
- Read, analyze, and interpret general business periodicals, professional journals as well as write reports and business correspondence
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of you. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.
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
- This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS JAPAN IS AN EQUAL OPPORTUNITY EMPLOYER