Fisher Investments

Institutional Associate Director

Fisher Investments  •  Tokyo, JP (Onsite)  •  2 months ago
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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
  • Fulfil 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

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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