Investment Specialist - CareerCross - 2015

• Identifying client’s investment objectives and profile, and recommend initial investment proposal

• Identifying broader investment strategy and financial needs and mapping these to the investment product set

• Promoting and marketing the product set to clients

• Interacting directly with clients to capture revenue and achieve targets

• Reviewing the client’s portfolio periodically or on an ad-hoc basis (e.g. as required by market changes), under the Investment Philosophy framework

• Ensuring the full range of product is made available to the client

• Helping to develop and broaden the complete product set (securities, structured products, alternative investments, funds, including Investment Philosophy funds, leverage products and others)

- 5-7 years equities and derivaties sales experience in an international bank

(30-40 years old)

- Sucessful track record in sales

- Bachelor’s in Business, Management or Finance

- Fluency in English and Japanese

Contact Peter Kelly for further inquiries (peter@wahlandcase.com)

Company Description

About Wahl & Case

Wahl & Case has disrupted the recruitment industry in Japan by setting a new standard for service. We’re continuing to innovate as we expand together with our clients worldwide.

Employers

Wahl & Case helps the world’s most innovative firms attract people who want to change the world. Our award-winning team can help you hire in Tokyo, San Francisco, and beyond.

Job Seekers

Work should be engaging, exciting, and world changing. We advise managers and executives on assignments in Tokyo, San Francisco, and other centers of innovation.

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