Equity Analyst (Multinational Investment Company) 株式アナリスト (多国籍投資会社)
Tokyo, Japan Opportunity - Equity Analyst
Fintech Securities & Investment Platform
Full Time, Permanent
Up to JPY 12,000,000 per year
Responsible for providing financial services support in assigned markets. Duties include:
- Verifying customer assets and developing investment strategies.
- Addressing daily financial inquiries and accompanying key clients.
- Providing market updates and investment education materials.
- Creating investment proposals, scripting performance metrics, and training client managers.
- Selecting suitable asset management products aligned with clients' risk profiles and overall investment strategies.
- Conducting investment profile analysis for client groups and developing customized investment and financial service plans.
Required Qualifications:
- Minimum 3 years of experience in providing asset investment services to individual clients.
Benefits & Entitlements:
- Up to JPY 12,000,000 per year
- Annual holidays, national holidays, year-end and New Year holidays, annual paid leave (from 15 days in the first year), childcare leave, nursing care leave, etc.
- 5 day work week (rest on Saturday and Sunday)
- Social insurance: health insurance, welfare pension insurance, employment insurance, workers' compensation insurance, in-house consultation fees, wedding gift money, childbirth gift money, etc.
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東京、日本 オポチュニティ - 株式アナリスト
Fintech証券投資プラットフォーム
フルタイム、パーマネント 年収最大12,000,000円
職務内容:
- 担当市場における金融サービスサポート業務
- 顧客資産の確認と投資戦略の策定
- 日々の金融関連の問い合わせ対応と重要顧客への同行
- 市場動向のアップデートと投資教育資料の提供
- 投資提案書の作成、パフォーマンス指標のスクリプト化、顧客マネージャーのトレーニング
- 顧客のリスクプロファイルと全体的な投資戦略に合わせた資産管理商品の選定
- 顧客グループごとの投資プロファイル分析とカスタマイズされた投資・金融サービスプランの策定
必須要件:
- 個人顧客への資産投資サービス経験3年以上
福利厚生:
- 年収最大12,000,000円
- 年間休日、祝日、年末年始、年次有給休暇(初年度15日~)、育児休暇、介護休暇等
- 週休2日制(土日休み)
- 社会保険完備(健康保険、厚生年金保険、雇用保険、労災保険、社内相談制度、結婚祝金、出産祝金等)
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- Posted
- Jan 02, 2025
- Type
- Full-time
- Level
- Mid-Senior
- Location
- Greater Tokyo Area
- Company
- Salient Group
Industries
Categories
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