Job responsibilities
- Assist Client Advisors to jointly provide reports, data, invoices, inputs into workflow to activate RFP and non-standard fee approval process and Sales Experience Platform (SEP).
- Be a champion of SEP and manage the list of client distribution list and work closely with stakeholders to upgrade the quality of data and efficiency of input works under SEP.
- Lead drafting NFBA (New Fund Business Approval) and NBIA (New Business Initiative Approval) application draft in collaboration with Client Advisors.
- Manage the overall administrative affairs of sales team including Communication Control Group (CCG) check and work closely with sales to provide high quality of client service
- Assist in marketing events / sales training / seminars and coordinate with internal parties to preparing all related materials
- Coordinate and assist with events planning, client training, regular/ad-hoc client meeting
- Prepare regular and ad-hoc client reports on a regular basis in collaboration with Institutional Client Advisors and Client Service Team.
- Review and identify ways to streamline sales and operation processes on an on-going basis
Required qualifications, capabilities and skills
- Bachelor’s degree with minimum 6 years relevant experience in Finance or related field
- Passion for the investments business with broad understanding across all asset classes and portfolio analysis.
- Strong analytical and quantitative skills, comfortable with formulas, performance methodology and risk analytics
- Ability to interact and communicate effectively at all levels within an organization
- Highly proactive, organized and detail oriented. Ability to work in a high-pressure environment with tight deadlines. Ability to multi-task while delivering results with quality
- Audit and controls focused
- Business proficiency in Japanese and good command in spoken and written English skills
Preferred qualifications, capabilities and skills
- Strong knowledge of Microsoft Office; familiar with Python
- Knowledge of regulation, platform and workflow