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Fisher Investments

千葉県 千葉市 / Global

Institutional Associate Director

Job Description

The Opportunity:

The Institutional Associate Director is a key asset to Fisher Investments Japan's institutional sales efforts building mutual understanding with prominent institutional prospective clients, providing updates on our firm and strategies and identifying opportunities to build long term and successful relationships. You will accomplish this by performing outreach on behalf of the Institutional Group Sales Relationship Managers, helping them strategically oversee and build their territory.

The Day-to-Day:

Regularly contact institutional prospective clients to uncover business opportunities

Assess prospective client's interest, conduct introductory meetings with prospective clients via telephone, explain our structure and strategies, gather and document core information from prospective clients

Set appointments; meet minimum calling and appointment setting goals; work with Portfolio Specialists to help maintain and improve consultant relationships

Help create and maintain the Institutional Group mailing list for the periodic distribution of marketing materials

Fulfill sales support requests

Oversee assigned operational tasks to completion

Identify, create and develop documentation for group

Support the growth of the business through various projects

Follow group and firm procedures

Identify potential process improvements and recommend solutions

Identify elevations and routes appropriately

Responsible for properly handling confidential documents

Your Qualifications:

Fluent in Japanese and English

Bachelor’s degree or equivalent combination of education and experience required

Previous experience in asset management is a plus

Ability to adapt to changes in a fast paced, team environment

Excellent communication skills

Ability to prioritize workload and manage time across various tasks

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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