【モルガン・スタンレー】Client Relationship Management (CRM), Vice President, Investment Management
仕事内容
https://morganstanley.eightfold.ai/careers/job/549785949943?domain=morganstanley.com&hl=en
The Client Relationship Management (CRM) team is positioned within the distribution (sales and marketing) division and has a global presence with individuals based in multiple locations across the US, EMEA and Asia, including Tokyo. The CRM team collaborates with clients and internal partners to anticipate client needs, solve challenges, and unlock the firm’s full capabilities to help them achieve their investment goals. We partner closely with colleagues across the organisation to achieve this and provide governance and oversight for the implementation of all client requirements and related controls, including the onboarding of new accounts.
応募資格(必須経験など)
Required Knowledge:
• Minimum 5 years of relevant experience in investment management or wealth management at peer firms
• Experience dealing directly with clients across multiple sectors including pension schemes and financials
• Strong understanding of the asset management industry including knowledge of the Japanese market and related account structures
• Good understanding of equity, fixed income and alternative investment products
• Clear understanding of the local regulatory environment and ability to apply this to individual client situations and relationships
• Experience with client onboarding activities and SMA / intermediary client relationships
• Knowledge of the role of broader investment management functions including, but not limited to, Operations, Risk, Legal, Compliance and Surveillance
Required Skills and Qualifications:
• Excellent Japanese and English verbal and written communication skills, with a proven ability to interact with clients and stakeholders at all levels and across different time zones/regions/cultures
• Ability to negotiate, influence and mediate in complex and challenging situations and an aptitude for managing commercially sensitive situations
• Excellent attention to detail and organizational skills
• Sound judgment and appreciation of risk
• Self-motivated and effective working independently or as part of a team
• Ability to multi-task and operate effectively and efficiently under pressure
• Ability to balance client and Firm needs and achieve desired outcomes
• Bachelors degree required