Sales Associate, Japan - Based in Tokyo

In this exciting new role you will support the Japan distribution business across all channels in achieving new AUM and gross revenue targets.

How you'll spend your time..
 

Institutional Clients/Consultant Relations Support

• Initiate and follow up on client meeting arrangements.
• Work closely with relevant teams to ensure materials are prepared accurately and delivered well in advance of meetings or client deadlines.
• Actively review all RFPs/RFIs/proposals and ensure that the response is delivered in a timely and accurate manner. Highlight any potential issues early in the process.
• Meet all sales/client-related deadlines. If deadlines set are unlikely to be achievable, provide sufficient lead time for work around/negotiation.
• Timely and accurate preparation of firm and strategy information in the overview presentation and quarterly strategy summaries.
• Work with the client service team to ensure all client materials are prepared accurately and on time.

Assist and participate in consultant-related activities

• Gather relevant research and data.
• Send calendar invites for internal and client calls/meetings.
• Submit travel memos, applying for data roam plans for business trips.
• Maintain client database and mailing lists.
• Manage events.
• Prepare and translate materials/reports/commentaries.

Other Wider Support Activities

• Proactively engage with the various members across the region and provide support where necessary.
• Provide regular updates on broader APAC activities, 
• Ensure database are updated on various product information (ie, performance, attribution, risk, characteristics and etc). 
• Maintain quarterly updated consultant rankings from Mercer for our key focus strategies.

To be successful in this role you will have...

• Prior relevant asset management and/or sell side broker experience working in an institutional team or product development with prior client exposure.
• Appropriate level of asset management technical knowledge, e.g. Tracking Error, Excess Return, Yield to worst, Duration.
• Proficient in Microsoft Word, Excel, PowerPoint and Bloomberg.
• Good organizational skills and an eye for details
• Strong ability to multi-task and work under pressure/deadlines
• Prepared to “roll up the sleeves” and take on the role.
• Strong communication and interpersonal skills.
• Japanese (Native) and Fluent in English (spoken and written).
• Japan Securities Dealers Association (JSDA) – Class 1 or Class 2.

It would be great if you also had...

• Prior knowledge of using eVestment
• Strong presentation skills.
• Ideally CFA and/or CMA qualified.

About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Full time

Non-Exempt

Sales

TNAM Threadneedle Asset Management