Senior Wealth Advisor – Private Clients @ Global Investment Firm

求人詳細

■About our Client
A prominent global asset management firm expanding its presence in Japan, offering innovative financial solutions to high-net-worth individuals.

■Role Overview
You 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

こんな方を求めています

経験・スキル

■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

学歴

大学卒業以上

募集要項

職種

その他　金融・不動産専門職

給与

年収 1,000 〜 1,650万円

賞与

YES／有り

雇用形態

正社員

雇用期間

期間の定めなし

就業時間

09:00～18:00

休日休暇

土曜日　日曜日　祝日

保険

健康保険　厚生年金保険　雇用保険

受動喫煙防止措置

敷地内禁煙

業種

その他　金融・保険

※詳細はお仕事のご紹介時にお伝えします