金融の営業の求人

リテール営業部サポート（資料作成や海外オフィスとの連携など）

■法人RM経験者歓迎

■豊富なキャリアパス

■企画/推進業務担当

■金融機関経験者歓迎

■住宅ローン営業経験者歓迎

■東証プライム上場企業

■個人向け渉外業務経験者歓迎

■フレックスタイム制度有

■リテール営業経験者歓迎

■安定した経営基盤

An excellent opportunity for an experienced audit professional to join the internal audit team of a globally recognized life insurance provider. The role focuses on auditing sales practices, evaluating control frameworks, and enhancing governance and compliance structures.

Our client, a leading European Financial Institution, is seeking a dedicated and diligent Client Account Manager in the Wealth Management Division. The Client Account Management will be closely supporting Client Advisors, who are tasked with building trusting relationships via the protection, management and operation of the financial assets of high net worth clients.

• クレジットカード発行会社、加盟店等からの問合せ対応
• 割賦販売法が規定する新規加盟店調査及び定期的な調査等
• 加盟店に関するデータ管理および加盟店調査等に関する業務についての営業部との連携
• 加盟店に関するクレジットカードユーザー等からの苦情対応業務
• チームメンバーのマネジメントと育成
• チームのKPIの策定と実行
• その他付随業務

• produce monthly investment reports
• take responsibility for the translation and creation of market commentaries and other related documentation.
• aggregate statistical data for reporting and external consultations
• work closely with cross-functional teams, including sales and investment teams, to ensure accurate and timely reporting
• respond to KYC, AML, onboarding, due diligence inquiries

• Confirm and assist in settlement of fixed income transactions
• Assist with sub-account set up and allocations and be the middle person between clients the firm
• Allocate trades within internal system
• KYC support
• Call on and help reconcile failing transactions
• Assist the fixed income sales group