The Client Relationship Officer: (CRO) acts as BGI's representative for our Finance and Insurance clients with responsibility for servicing and cross-selling existing relationships and acquiring new clients for the investment advisory business and investment trust business through marketing activities.
The CRO operates as an individual contributor and works within a team of Officers and Associates closely co-working with Planning and Strategic Solutions Group and Investments Group.
Key job responsibilities:
Primary responsibilities for a CRO include establishing and following a disciplined relationship management program, improving BGI presence and operational efficiency with current and prospective clients, and meeting their current and anticipated needs. The experience of the candidate should be focused within large scale Japanese banks.
The CRO acts as the problem solver and solution provider for our clients, dealing with everything from asset allocation issues, to currency hedge ratio issues, to operational and reporting issues.
The CRO is responsible for accessing BGI resources in the world to meet clients’ needs while doing so in an efficient, resource-considered manner.
The CRO is expected to quickly identify and prioritize relationship building opportunities, keep up to date on industry issues, and stay abreast of research and product efforts within firm.
This professional will orchestrate the team's sales and service process, bringing in other professionals, portfolio managers, specialists, and/or senior executives as appropriate. The CRO will also share responsibility for directing and training client relationship associates.
Required Skills & Experiences:
This position requires depth of investment product knowledge as well as strong skills in selling asset management solutions to large scale financial organizations. Implicit in the process is developing a sound understanding of the client's investment philosophy and manager search/placement process, then proposing to and educating the client on the most appropriate solutions and products. The successful candidate is expected to have an impact both in maintaining existing client relationship and attracting and developing new opportunities.
Proven expertise in selling systematic and quantitative investment products to large scale financial organizations.
Must have deep knowledge of the investment trust business.
Ability to build strong relationships with clients, exhibiting a wide array of priorities, interests and needs.
At least 5-10 years experience working in Japanese bank or similar financial institution.
Experience in an asset management company would also be a plus.
Shared values, including knowledge, trust, passion and creativity.
Excellent oral and written communication skills.
Fluency in Japanese required. Strong English skills a positive.
Client service orientation with a proactive attitude.