Private Wealth Sales, Associate / Senior Associate

Reposted 9 Days Ago
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Japan
Senior level
Fintech • Payments • Financial Services
The Role
The role involves driving sales in private wealth by developing relationships with distributors, conducting sales outreach, and collaborating with internal teams. The associate will also provide product expertise and grow sales activity at distributor branches.
Summary Generated by Built In

Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®.

With over $284 billion in assets under management as of June 30, 2025, we invest across three multi-strategy platforms: Credit, Real Assets and GP Strategic Capital. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation.

Together with approximately 1,300 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com

This role is in office Monday to Thursday/Friday.

The Role:

Blue Owl Japan is seeking a highly motivated and proactive Junior Sales Associate or Senior Associate to join its Private Wealth team. This role is ideal for professionals with a strong foundation in financial services who are eager to deepen client relationships, drive sales growth, and expand their expertise in private markets and alternative investments. The successful candidate will play a key role in distributor engagement, investor outreach, and cross-functional collaboration.

Responsibilities:

  • Proactively drive sales activities by developing, maintaining, and deepening relationships with salespeople at existing distributors.
  • Conduct high-touch sales outreach via phone, email, and in-person visits to distributor branches across Japan.
  • Independently schedule and lead teach-in sessions at distributor branches; frequent domestic travel required.
  • Accompany distributor salespeople on visits to prospective investors and provide product expertise.
  • Be accountable for sales growth and activity at the branch level, ensuring consistent engagement and follow-up.
  • Collaborate with internal teams including Marketing, Client Solutions, Legal & Compliance, and Product Strategy to ensure seamless execution of business initiatives.
  • Build strong product knowledge in private markets and Blue Owl’s offerings to serve as a trusted resource for clients and internal stakeholders.
  • Stay informed on the competitive landscape and evolving trends in Japan’s private wealth and alternative investment sectors.

Qualifications:

  • Minimum 5 years of relevant experience in asset management or securities firms; experience in private markets or alternative assets is a plus.
  • Bachelor’s degree required; CFA, CAIA, or MBA is a plus.
  • Native-level Japanese and fluent English communication skills.
  • Strong quantitative, analytical, and presentation skills.
  • Proficiency in Microsoft Excel, PowerPoint, and Word.
  • Highly motivated, independent, and proactive with a strong sense of ownership and accountability.
  • Excellent interpersonal skills and a collaborative, team-oriented mindset.
  • Willingness to work flexible hours to coordinate with global teams.
職種名:プライベート・ウェルス・セールス(アソシエイト/シニア・アソシエイト)

勤務地:日本・東京

職務概要:

Blue Owl Japanでは、プライベート・ウェルスチームの一員として活躍いただける、意欲的で主体性のあるアソシエイトまたはシニア・アソシエイトを募集しています。
本ポジションは、金融業界での基礎的な経験を活かし、クライアントとの関係構築を通じて販売成長を牽引し、プライベートマーケットおよびオルタナティブ投資に関する専門性を高めたい方に最適です。
採用者は、販売会社との連携、投資家へのアプローチ、社内チームとの協業において重要な役割を担います。

主な業務内容:
  • 既存の販売会社の営業担当者との関係を構築・維持・深化させ、積極的な販売活動を推進
  • 電話・メール・対面訪問を通じて、全国の販売会社支店への営業活動を展開
  • 販売会社支店での勉強会を自主的に企画・実施(国内出張あり)
  • 販売会社の営業担当者に同行し、会社の説明や商品紹介を実施
  • 支店単位での販売実績と活動に責任を持ち、継続的な関係構築とフォローアップを実施
  • マーケティング、クライアント・ソリューション、法務・コンプライアンス、商品戦略など社内関連部門と連携し、ビジネス施策を円滑に遂行
  • プライベートマーケットおよびBlue Owlの商品に関する知識を深め、社内外の信頼できるリソースとして機能
  • 日本のプライベート・ウェルス市場およびオルタナティブ投資分野の競合環境やトレンドを把握し、戦略的な営業活動に活かす
応募資格:
  • 資産運用会社または証券会社での実務経験5年以上(プライベートマーケットまたはオルタナティブ資産の経験があれば尚可)
  • 学士号必須(CFA、CAIA、MBA保有者は尚可)
  • 日本語ネイティブレベル、英語でのビジネスコミュニケーションが可能な方
  • 優れた数値分析力、論理的思考力、プレゼンテーションスキル
  • Microsoft Excel、PowerPoint、Wordの操作に習熟していること
  • 高いモチベーションと主体性を持ち、責任感を持って業務に取り組める方
  • 優れた対人スキルとチーム志向のマインドセット
  • グローバルチームとの連携のため、柔軟な勤務時間に対応可能な方

    Blue Owl is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law. 

    Top Skills

    Excel
    PowerPoint
    Word
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    The Company
    New York, NY
    1,162 Employees
    Year Founded: 2021

    What We Do

    Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®.

    With $235 billion in assets under management as of September 30, 2024, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Estate. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation.

    Together with over 1,050 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com.

    Social Media Disclaimers
    https://www.blueowl.com/social-media-disclaimers

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