Fisher Investments

Associate Sales Relationship Manager

Fisher Investments  •  Tokyo, JP (Onsite)  •  5 months ago
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Job Description

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

Fisher Investments

About Fisher Investments

Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client International. Together, these groups serve a diverse global client base that includes corporations, public and multi-employer pension funds, foundations and endowments, governments and high net worth families.

Fisher Investments was founded in 1979 by Ken Fisher, who served as CEO for 37 years and now serves as Executive Chairman and Co-Chief Investment Officer. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. He now writes monthly, native language columns in major media organs around the world, spanning more countries and more languages in more total reach than any other, non-syndicated columnist of any type ever. Ken has written 11 books—including 4 New York Times bestsellers—and has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets.

For more information on Fisher Investments, please visit www.fisherinvestments.com.

Careers Page: https://www.fisherinvestments.com/en-us/careers

Important Disclosures: https://www.fisherinvestments.com/en-us/disclosures

Privacy Policy: https://www.fisherinvestments.com/en-us/privacy

Community Guidelines: https://www.fisherinvestments.com/en-us/communityguidelines

Industry
Finance & Insurance
Company Size
5,001-10,000 employees
Headquarters
Plano, Texas
Year Founded
1979
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