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.
業務内容
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
応募資格
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