State Street

Relationship Manager, Vice President -State Street Global Advisors

Recruiter
State Street
Location
Tokyo, Japan
Salary
Not disclosed
Posted
06 May 2024
Closes
06 Jun 2024
Ref
R-749289
Approved employers
Approved employer
Contract type
Permanent
Hours
Full time
Experience level
Manager

What client relationship manager is responsible for:

As a Client Relationship Manager, your role is to make contribution to achieve sales targets through ensuring our clients receive the most relevant advice and solutions from SSGA that will help them achieve their goals. You will be responsible for increasing customer satisfaction and being well-versed in SSGA's culture and vision, investment philosophy and capabilities, services and operational services, and effectively communicating each to customers in a compelling manner. You must also build strong relationships across the broader sales, operations, legal, compliance, and other internal teams.

New client and account onboarding and offboarding:

  • Negotiate legal documents for funds managed by SSGA and arrange execution with external/ internal parties (Investment management agreement, fund prospectus etc.)
  • Lead and complete client/ fund onboarding process toward the fund launch.
  • Coordinate SSGA parties including off-shore locations and other external entities (administrator, custodian, trustee, brokers) and resolve issues pre/post fund launch.

BAU:

  • Act as first point of contact for the requests, inquiries from our Japanese clients and resolve with assistance by SSGA team.
  • Acknowledge daily, AHOC fund subscription and redemption orders from investors for subsequent process by operation, investment team.
  • Client/ portfolio report preparation including compliance review and delivery (daily, weekly, monthly, quarterly, yearly, ADHOC)
  • Process fund distribution and manage distribution policies for the existing accounts.
  • Arrange regular investment review meetings and materials.
  • Organize to respond to client RFP/ RFI
  • Prepare and organize client events, such as training, due diligence visits to on/off-shore locations.
  • Liaise fund auditors and prepare requested data/ report for annual financial reporting purpose.
  • Prepare answers to annual fund governance questionnaires from fund trustee and participate meeting.
  • Act as the escalation point to resolve business/service issues.

New business:

  • Accompany account executive in the series of new business discussion with client and assist SSGA team for successful onboarding.

Skills required:

  • Relationship management skills (both clients and internal parties)
  • Ability to negotiate and influence others to achieve goals.
  • Act with own judgement based on the experiences and try to complete tasks/ issues without relying on instructions from others.
  • Self-starter

Education and preferred qualifications:

  • Bachelor’s degree in business or related field
  • Japanese native and English bilingual (written/verbal) and +10 years of experience in the financial services industry.
  • Excellent communication skills for client negotiation and internal communication
  • Asset management experiences in preferred, particularly client service and relationship management
  • Good personality to be easily accepted by clients and SSGA team.
  • Attitude to keep updating themself in changing market environment.

About State Street

What we do. State Street is one of the largest custodian banks, asset managers, and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading, and investment management to institutional clients.

Work, Live, and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance, and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences, and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program, and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

For further information, and to apply, please visit our website via the “Apply” button below.

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