ŠOŽ‘Œn‰^—p‰ïŽÐ‚ł̃Nƒ‰ƒCƒAƒ“ƒgƒTƒ|[ƒg‹Æ–±iŽáŽèj


–{Œ–⍇‚¹‚Ö

 ƒy[ƒW“àƒŠƒ“ƒN 
1.EŽí
2.ƒ|ƒWƒVƒ‡ƒ“
3.ŽdŽ–“à—e
4.•K—vƒXƒLƒ‹
5.‹Î–±’n
6.”NŽûƒCƒ[ƒW
7.A‹ÆŒ`‘Ô
8.Šé‹Æ–¼
9.Šé‹ÆŠT—v


yEŽíz
ƒNƒ‰ƒCƒAƒ“ƒgƒTƒ|[ƒgiƒŒƒ|[ƒeƒBƒ“ƒOEƒvƒƒWƒFƒNƒgƒ}ƒlƒWƒƒ“ƒg“™j

yƒ|ƒWƒVƒ‡ƒ“z
Specialist Portfolio Services (Client Reporting)

yŽdŽ–“à—ez
œŠOŽ‘Œn‰^—p‰ïŽÐ‚̃~ƒhƒ‹ƒoƒbƒNiƒŒƒ|[ƒeƒBƒ“ƒOj‚̃`[ƒ€‚ŎГàŽÐŠOƒNƒ‰ƒCƒAƒ“ƒgƒTƒ|[ƒg‹Æ–±‚ð’S‚Á‚Ä‚¢‚½‚¾‚«‚Ü‚·

œResponsible for providing a support to Sales and supporting periodic and regulatory reporting and materials to clients and consultants. Delivery of a more customised, dedicated proactive service will be required.
œResponsible for paying attention to the interests of our customers and treating them fairly, ensuring that any information provided to clients on products and services is clear and useful, ensuring them to understand fully what they are being offered.

yResponsibilityz
œRequires familiarity with the teamfs current procedures and FSA compliance requirements.
œRespond promptly and professionally to the requests and queries from clients and consultants.
œProactively manage and develop relationship with administrative counterparts and liaise with other related departments to provide necessary documentations for clients and consultants.
œCapture and share of information for use by those tasked with refining or creating procedures and processes.
œEnsure all amendments to client data are processed and that client data is kept up to date on a timely and accurate basis.
œPrepare accurate regular report and disclosure incorporating comments from Fund Managers in timely manner.
œPrepare and manage accurate regular reporting material for promotion on a regular basis and also provide necessary fund and market data for sales material to be used for distribution channels and consultants.
œStay business and result oriented, rather than workload oriented, and fulfil job responsibilities in line with business objectives.
œBe willing to support each other and proactively undertake new tasks/challenges as required go beyond the areas which are perceived as your own.
œConduct open, timely and effective communication, both cross functionally and by line escalation.

y•K—vƒXƒLƒ‹z
œ‹âsAØŒ”‰ïŽÐA‰^—p‰ïŽÐ‚ł̃~ƒhƒ‹ƒoƒbƒN‹Æ–±ŒoŒ±‚ ‚é•û
 ‚ ‚é‚¢‚Í“úŒn‹à—Z‹@ŠÖ‚Å‚Ì‹Æ–±ŒoŒ±‚ ‚èAŠOŽ‘Œn‰^—p‰ïŽÐ‚ʼnpŒê—͂𐶂©‚µ‚½‚¢•û
 ‚ ‚é‚¢‚̓Rƒ“ƒTƒ‹ƒeƒBƒ“ƒOƒtƒ@[ƒ€‚Å‹à—Z‹@ŠÖ‚Ƃ̃vƒƒWƒFƒNƒg‚ÉŒg‚í‚Á‚½‚±‚Æ‚ª‚ ‚é•û
œƒ}ƒ‹ƒ`ƒ^ƒXƒN‰}‚í‚È‚¢_“‚Ì‚ ‚é•û
œ‰pŒê—Í•K{

œHas BA degree or equivalent with a good working experience in financial firm or inancial system /consulting firm.
œObtains good understanding or be interested in reporting function (client report by asset management firm)
œMust possess basic knowledge in finance or security and good interpersonal skills and/or written skills.
œPC skills: Excel (data analysis, making graphic charts)and Power Point.

yA‹ÆêŠz
“Œ‹ž“s

y”NŽûƒCƒ[ƒWz
‘OEEŒoŒ±‚ðl—¶‚Ì‚¤‚¦Œˆ’肵‚Ü‚·

yA‹ÆŒ`‘ԁz
³ŽÐˆõ

yŠé‹Æ–¼z
ŠOŽ‘Œn‰^—p‰ïŽÐ

yŠé‹ÆŠT—vz
ŠOŽ‘Œn‰^—p‰ïŽÐ

yƒrƒWƒlƒX—̈æz
ƒtƒ@ƒ“ƒhŠÇ— —ZŽ‘ŒnEŽsêŒnŽ––±iƒoƒbƒNƒIƒtƒBƒXj

y‘gDƒJƒeƒSƒŠ[z
ŠOŽ‘Œn‹à—Z‹@ŠÖ

y”õlz


yˆÄŒIDz
113430

–{Œ–⍇‚¹‚Ö


ªƒy[ƒWã•”‚Ö


ƒRƒgƒ‰TOP‚Ö


(c)copyright.KOTORA All rights Reserved.
ƒRƒgƒ‰PCƒTƒCƒg
http://www.kotora.jp