Institutional Sales Associate, Asset Management

Employer
Wells Fargo Bank
Location
Tokyo, Japan
Salary
Competitive Package
Posted
May 29, 2019
Closes
Jun 27, 2019
Ref
5820647
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
• Developing presentations, preparing marketing and service materials, assessing compliance implications and managing the client/consultant/prospect questionnaire process.
• Prepares portfolio performance and competitive analysis, interprets data and makes recommendations to Institutional Client/Prospect/Consultant Directors and/or clients regarding investment teams, products, and/or market segments to target.
• Partners with sales, portfolio managers, product specialists and/or client relations staff for all support activities for relationships.
• Leads projects, including identifying resources, establishing timeframes and managing to milestones and communicating and coordinating across various internal parties. Identifies opportunities to streamline processes and procedures to gain efficiencies.
• Analyzes and resolves complex operational, systems-related and/or issues.
• May consult with a small number of relationships around investment strategy, performance, new solutions, and market developments.
• May manage, cross-train and/or lead other support team members.
• May participate with the leadership team to develop and execute business strategy.

Market Skills and Certifications
• 3+ years of institutional quality sales support, equivalent relationship management support, or a combination of both
• Desired Qualifications: CFA is desirable, but no requirement.
• Native Japanese and fluent in English, both written and verbally.
• JSDA's Class I or II license

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