社名
社名非公開
職種
その他 金融・不動産専門職
業務内容
...
■About our ClientA prominent global asset management firm expanding its presence in Japan, offering innovative financial solutions to high-net-worth individuals.■Role OverviewYou will focus solely on acquiring high-net-worth clients by presenting wealth management solutions, utilizing qualified lead flows generated by the global marketing team.■Main tasks include:・Contact qualified leads generated by the marketing group.・Engage with high-net-worth prospective clients to evaluate financial goals.・Provide tailored wealth management solutions to prospective investors.・Educate prospective clients on the variety of offerings.・Manage the local business territory remotely from a home office.・Collaborate with global dedicated marketing and portfolio teams.#LI-Hybrid#LI-KN
求められる経験
■Requirements
・Fluent-level Japanese, business English.
・5+ years experience selling financial services to private investors
・Multi-year track record of success acquiring high-net-worth private clients
・Experience in high-volume phone activity and in-person meetings
保険
健康保険 厚生年金保険 雇用保険
休日休暇
土曜日 日曜日 祝日
給与
年収1,000 ~ 1,650万円
賞与
YES/有り
雇用期間
期間の定めなし
show more
社名
社名非公開
職種
その他 金融・不動産専門職
業務内容
■About our ClientA prominent global asset management firm expanding its presence in Japan, offering innovative financial solutions to high-net-worth individuals.■Role OverviewYou will focus solely on acquiring high-net-worth clients by presenting wealth management solutions, utilizing qualified lead flows generated by the global marketing team.■Main tasks include:・Contact qualified leads generated by the marketing group.・Engage with high-net-worth prospective clients to evaluate financial goals.・Provide tailored wealth management solutions to prospective investors.・Educate prospective clients on the variety of offerings.・Manage the local business territory remotely from a home office.・Collaborate with global dedicated marketing and portfolio teams.#LI-Hybrid#LI-KN
求められる経験
■Requirements
・Fluent-level Japanese, business English.
・5+ years experience selling financial services to private investors
・Multi-year track record of success acquiring high-net-worth private clients
・Experience in high-volume phone activity and in-person meetings
保険
健康保険 厚生年金保険 雇用保険
休日休暇
土曜日 日曜日 祝日
給与
...
年収1,000 ~ 1,650万円
賞与
YES/有り
雇用期間
期間の定めなし
show more