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Job Details

J.P. Morgan logo
Bulge Bracket Investment Banks

Asset Management - Japan Funds Business - Client Advisor

at J.P. Morgan

ExperiencedNo visa sponsorship

Posted 17 days ago

No clicks

Client Advisor in the Japan Funds Business responsible for building and deepening relationships with intermediaries such as retail banks and securities firms, using CRM and market analysis to identify sales opportunities. The role involves proactive communication across client levels, preparing business reports, handling business agreement issues, and collaborating with internal Sales and Investment teams. The position is delivery- and KPI-focused, including achieving sales targets and other business objectives. Based in Tokyo, it requires strong analytical, presentation, and interpersonal skills, fluency in Japanese, and a good understanding of English.

Compensation
Not specified

Currency: Not specified

City
Tokyo
Country
Japan

Full Job Description

Location: Tokyo-To, Japan

Join our team as a Client Advisor in the Japan Funds Business and be part of a dynamic environment where client satisfaction is paramount. This role offers the opportunity to leverage your expertise in financial markets to build and deepen client relationships, while driving growth and innovation. You'll work with cutting-edge technology and collaborate with a team that values integrity and ethical business practices.

As a Client Advisor in the Japan Funds Business, you will actively engage with established clients and seek innovative ways to expand our client base. You will utilize our market-leading technology and CRM system to create detailed client contacts that help our Sales and Investment teams identify new opportunities. Our business focuses on selling investment products through non-affiliated intermediaries, such as securities firms and banks, who then offer these products to individual investors. Your role will be crucial in ensuring we deliver a first-class client experience and manage our business ethically and compliantly.

You will be responsible for building and deepening strong business partnerships with assigned intermediaries, including retail banks and securities firms, to gain market share. Your proactive communication with employees at all levels within these intermediaries will help explore sales and promotional activities. You will also analyze industry developments to translate them into business opportunities and work effectively with internal teams to achieve overall business objectives.

Job Responsibilities:

  • Build and deepen strong business partnerships with assigned intermediaries to gain market share.

  • Communicate proactively with employees at all levels from various intermediaries to explore sales and promotional activities.

  • Understand and analyze industry developments and translate them into business opportunities.

  • Prepare business reports and handle business agreement-related issues.

  • Work effectively with different internal parties and present on the team's behalf.

  • Achieve overall business objectives as a team, including sales targets and other KPIs.

  • Required Qualifications, Capabilities, and Skills:

  • University graduate in Business, Finance, or related discipline with a minimum of six years of experience in the financial industry.

  • Solid intermediary or product background.

  • Good team player with the ability to work independently.

  • Strong analytical skills and comprehensive understanding of financial markets and investment products.

  • Strong interpersonal and presentation skills.

  • Excellent communication skills in Japanese and a good understanding of English.

  • Job Details

    J.P. Morgan logo
    Bulge Bracket Investment Banks

    17 days ago

    clicks

    Asset Management - Japan Funds Business - Client Advisor

    at J.P. Morgan

    ExperiencedNo visa sponsorship

    Not specified

    Currency not set

    City: Tokyo

    Country: Japan

    Client Advisor in the Japan Funds Business responsible for building and deepening relationships with intermediaries such as retail banks and securities firms, using CRM and market analysis to identify sales opportunities. The role involves proactive communication across client levels, preparing business reports, handling business agreement issues, and collaborating with internal Sales and Investment teams. The position is delivery- and KPI-focused, including achieving sales targets and other business objectives. Based in Tokyo, it requires strong analytical, presentation, and interpersonal skills, fluency in Japanese, and a good understanding of English.

    Full Job Description

    Location: Tokyo-To, Japan

    Join our team as a Client Advisor in the Japan Funds Business and be part of a dynamic environment where client satisfaction is paramount. This role offers the opportunity to leverage your expertise in financial markets to build and deepen client relationships, while driving growth and innovation. You'll work with cutting-edge technology and collaborate with a team that values integrity and ethical business practices.

    As a Client Advisor in the Japan Funds Business, you will actively engage with established clients and seek innovative ways to expand our client base. You will utilize our market-leading technology and CRM system to create detailed client contacts that help our Sales and Investment teams identify new opportunities. Our business focuses on selling investment products through non-affiliated intermediaries, such as securities firms and banks, who then offer these products to individual investors. Your role will be crucial in ensuring we deliver a first-class client experience and manage our business ethically and compliantly.

    You will be responsible for building and deepening strong business partnerships with assigned intermediaries, including retail banks and securities firms, to gain market share. Your proactive communication with employees at all levels within these intermediaries will help explore sales and promotional activities. You will also analyze industry developments to translate them into business opportunities and work effectively with internal teams to achieve overall business objectives.

    Job Responsibilities:

  • Build and deepen strong business partnerships with assigned intermediaries to gain market share.

  • Communicate proactively with employees at all levels from various intermediaries to explore sales and promotional activities.

  • Understand and analyze industry developments and translate them into business opportunities.

  • Prepare business reports and handle business agreement-related issues.

  • Work effectively with different internal parties and present on the team's behalf.

  • Achieve overall business objectives as a team, including sales targets and other KPIs.

  • Required Qualifications, Capabilities, and Skills:

  • University graduate in Business, Finance, or related discipline with a minimum of six years of experience in the financial industry.

  • Solid intermediary or product background.

  • Good team player with the ability to work independently.

  • Strong analytical skills and comprehensive understanding of financial markets and investment products.

  • Strong interpersonal and presentation skills.

  • Excellent communication skills in Japanese and a good understanding of English.