Head of Personal Investment, Director
Head of Personal Investment, Director
Category | Front Office | Salary | - |
Work Type | Permanent | Date | 2008-05-09 |
Location | Tokyo | Ref.# | STULL19337 |
Company Description
*An international firm that provides financial services and investment resource to help customers meet their financial objectives. The company meets its customers’ needs by offering discount brokerage services, life insurance, retirement products, wealth management, securities execution and clearance, etc.
Responsibilities
*Develop a compelling Personal Investment solution and product line to attract new clients and urge existing ones to upgrade their relationships
*Develop customer acquisition programs to increase the customer base from 20,000 to over 100,000 in the next 3 years
*Develop channel expansion strategies to allow us to acquire and service clients in a cost effective manner
*Analyze existing client data to understand both impediments to asset gathering and retention, and opportunities for promotion and communications efforts designed to gather and retain assets
*Meet regularly with colleagues inside of the marketing organization to understand the products and services and their relative performance in the marketplace
*Conceive, initiate and maintain external partnerships with media suppliers, vendors, alliance partners to advance our marketing programs and activities
*Coordinate activities to maximize leverage with Intermediary Marketing programs
*Leverage work done in other Fidelity offices and set industry leading standards for marketing programs.
*Share best practices developed in Japan with other worldwide offices
*Team management—conduct staff evaluations, provide counsel for staff development plans, and mentor and support staff as they develop competencies
*Work with agency and vendor partners to ensure high quality cost effective vendor support is delivered, and make constructive evaluations of agency work
*Understanding the legal and regulatory framework and help the team comply while delivering against the marketing needs
Requirements
*Financial services professional with 8-10 years of marketing and/or retail business development experience
*Staff management and or team leadership experience, working with more junior staff members and less experienced staff
*Experience working in financial services, preferably in asset management organization
*Experience working in an direct sales environment, especially through web and phone center channels
*Good writing skills, communication and presentation skills
*Excellent project management skills
*Bilingual in English and Japanese
Additional Notes
Remuneration: Competitive Salary
