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Modified on 09/10/2024
Responsibilities:
Client On-boarding
Ø Onboard new accounts, coordinate account and fund changes and closing in collaboration with the corresponding centers of expertise and other internal/external stakeholders. (Set up dedicated funds / products and manage modifications to the client mandates or dedicated funds.). Chair kick-off meeting, preparation meeting and post-launch meeting for mandate launch.
Ø Prepare and internally circulate Summary of New Discretionary Investment Advisory Account and obtain official approval through internal business Approval system.
Ø Assist and co-ordinate the review of legal agreements, investment guidelines, operating memorandum and IMAs/SLAs with internal departments and the client.
Ø Conduct KYC (Know Your Client) for institutional clients – maintain KYC data and relevant documents in KYC system.
Ø Account data management – feed information on an account management system.
Client Query Management
Ø Act as a point of contact for client queries received through various channels
Ø Handle issues and complains in line with agreed procedure in collaboration with sales teams.
Ø Act as the main Relationship Manager for a major trust bank who distributes our multi-asset strategy product to pension funds.
Fund-Handling Management
Ø Performs duties associated with contract change, fund document change and regulatory changes.
Ø Share all the relevant fund-related information and effects with Sales teams, and support them for timely and accurate communication with client.
Ø Maintain clients’ account data.
Liaison with other regions (Paris, Milan, Dublin, UK etc.)
Ø Communication on various matters and issues related to Institutional Business Division (IBD) business, on behalf of Japan.
Reporting
Ø Clearly communicate client reporting requirements to the relevant team, manage timelines and send the produced reports to the clients.
Ø ensures delivery of legal documents, fund information and fund reports to the clients
Ø Ensures timely and accurate delivery of client reports, in collaboration with the Reporting team and Sales team.
Others
Ø Circulate Internal Form of Information to officially inform any activities of existing accounts internally.
Ø Monitors client satisfaction at all times and work with relevant stakeholders to improve the overall quality of service provided.
Ø Whenever issues arises, liaise with relevant depts who look into the issues from professional perspective and should help needed, step in to solve issues if necessary. If needed, take appropriate measures by stepping in. Liaise with relevant depts to confirm to set measures to prevent recurrence and accommodate explanatory document for clients.
Candidate should hold a Japan working Visa or have no restrictions on working in Japan
Amundi, the leading European asset manager, ranking among the top 10 global players [1], offers its 100 million clients - retail, institutional and corporate - a complete range of savings and investment solutions in active and passive management, in traditional or real assets. With its six international investment hubs [2], financial and extra-financial research capabilities and long-standing commitment to responsible investment, Amundi is a key player in the asset management landscape. Amundi clients benefit from the expertise and advice of 5,300 employees in 35 countries. A subsidiary of the Crédit Agricole group and listed on the stock exchange, Amundi currently manages more than €2.0 trillion of assets [3]. Amundi, a trusted partner, working every day in the interest of its clients and society [1] Source: IPE “Top 500 Asset Managers” published in June 2022, based on assets under management as at 31/12/2021 [2] Boston, Dublin, London, Milan, Paris and Tokyo [3] Amundi data including Lyxor as at 31/03/2022 By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities.
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